How much more inflation will we see moving forward? And now much longer can the bond market ignore it?... Read More
Jim Bianco joins Fox Business to discuss Stocks vs Bonds and Cryptocurrencies with Charles Payne Jim Bianco: Bloomberg: Wall Street?s Math Whizzes Are Racing to Wire Up the Bond Market Justina Lee – Electronic venues like MarketAxess and TradeWeb accounted... Read More
The recent drop in the 10-year yield to almost 1.25% last week looks to be more a function of a bullish rush to get long the bond market rather than the covering of incorrect short positions.... Read More
Ben Breitholtz: Investors have jumped head first back into long-term Treasuries (TLT) Ran a little query for what happens to US 30-year bond yields after rolling one-month flows for TLT exceed +2 standard deviations ($2.3 billion). Yields have been higher... Read More
Wall Street Journal: This Summer, Jobs Come With a Hefty Signing Bonus Patrick Thomas – Signing bonuses are usually reserved for professional athletes and a privileged few white-collar professionals. Not this summer. As U.S. employers? search for hires increases in... Read More
Ben Breitholtz: Twitter: Joe Weisenthal @TheStalwart IT’S TOTALLY FINE IF THE BOJ MURDERS THE GOVERNMENT BOND MARKET In today’s @markets newsletter, I wrote about why nobody should care when a central bank smothers a sovereign bond market, and eliminates trading or price volatility... Read More
Jim Bianco: This is so true! When was the last time the Fed unveiled a ?tortured? measure of inflation that showed it was rising and a problem? Twitter: Ben Hunt @EpsilonTheory It?s so weird how there?s always a new way to measure... Read More
Financial Times: Reflation trade unwind wrongfoots several big-name hedge funds Colby Smith and Laurence Fletcher – Investors are reassessing their commitment to the reflation trade that has captivated Wall Street this year after a hawkish tilt by the US central... Read More
Jim Bianco: Speaking on Bloomberg TV, Summers said that ?my guess is that at the end of the year inflation will, for this year, come out pretty close to 5%,? adding that ?it would surprise me if we had 5%... Read More
Jim Bianco joins Fox Business to discuss the worker shortage and the end of unemployment benefits Jim Bianco: From Ben Jeffrey of BMO Bloomberg: Sporadic Gasoline Shortages Are Surfacing Across Six U.S. States Jeffrey Bair – Some gasoline stations in... Read More
The reopening trade of chasing value/financials has rotated out of favor while the speculative growth/technology trade is back in vogue. Investors are turning toward finding unicorns again.... Read More
Since 2012, homeownership has been a much more profitable proposition versus renting. This has been especially true since the pandemic hit.... Read More
In today's installment, Jim and Ben discuss the recent rolling over in housing, manufacturing surveys, and commodities.... Read More
Welcome to the latest edition of Talking Data. Our presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science. Today Jim and Ben will give us an update on their views of Inflation. · Manufacturing... Read More
Jim Bianco: *BITCOIN DROPS BELOW $30,000 FOR FIRST TIME SINCE JANUARY This might have something to do with this … Twitter: *Walter Bloomberg @DeItaone USER REPORTS INDICATE BINANCE IS HAVING PROBLEMS – DOWNDETECTOR Tweet BINANCE is the world’s largest centralized crypto exchange. *MICROSTRATEGY... Read More
