Tag Archives: Markets

June 21, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 21st, 2021
Bespoke Commentary

Bankless Podcast Episode #70 – Facing the Frontier | Jim Bianco Bloomberg: Bitcoin Drops as Hashrate Declines With China Mining Crackdown Joanna Ossinger – Bitcoin dropped over the weekend amid a focus on Chinese mine closures and potential regulatory scrutiny.... Read More

June 18, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 18th, 2021
Bespoke Commentary

Jim Bianco: UK cases are up 5x in the last month. Still at a low level from January but heading in the wrong direction. Mario has seen enough, he is now afraid of Carney’s summer holiday in Tuscany. So ….... Read More

Markets

Comparing the Value of Credit in the U.S. to GDP
Charts of the Week

The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.... Read More

Markets

Breaking Down Debt in the U.S.
Charts of the Week

A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More

Markets

Funding Gaps at Public and Private Pensions
Charts of the Week

Private pension funds have much smaller funding gaps than their government counterparts.... Read More

Markets

Defined Benefit Plans Continue to Shrink
Charts of the Week

Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More

Markets

The Rotation to Growth Stocks Continues
Posted By Jim Bianco | Featured, Newsclips

Bank stocks are stumbling as tech stocks are rallying. The growth/value ratio is reverting away from the reopening trade.... Read More

June 17, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 17th, 2021
Bespoke Commentary

Financial Times: US investors hunt for yield in junk-rated municipal debt Eric Platt and Colby Smith – Investors are pouring into the $4tn US municipal bond market, pushing yields on debt issued by state and local governments across the country... Read More

Markets

Talking Data Episode #62: The Fed Shifts Toward Tightening
Bespoke Commentary

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 their thoughts on yesterday?s FOMC meeting. · About Inflation?... Read More

June 16, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 16th, 2021
Bespoke Commentary

Earlier Jim Bianco joined Charles Payne on Fox Business to discuss the FOMC meeting. Jim Bianco: The Fed “transitory” resolve is weakening? Was zero rate hikes in 2023, now 2 rate hikes in 2023 Ben Breitholtz: OR! could be employment... Read More

Markets

Talking Data Episode #61: DeFi Borrowing & Lending
Posted By Greg Blaha | Bespoke Commentary

Jim and Greg take a look at how decentralized protocols manage to borrow and lend in a permissionless manner.... Read More

June 15, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 15th, 2021
Bespoke Commentary

Ben Breitholtz: Google Search Activity Shows U.S. Consumers Finally Starting to Moderate Joe Weisenthal – A look at search activity on Google indicates that U.S. consumers may be cooling off a little bit. Ben Breitholtz, a data scientist at Arbor... Read More

Markets

Retail Is Back in Their Favorite Stocks (Again)
Posted By Alex Malitas | Featured, Newsclips

Recently there has been a bit of a rotation back to growth stocks, retail favorites, small options trading, tech stocks, and even meme stocks.... Read More

June 14, 2021

Markets

COVID Update
Posted By Jim Bianco | Featured, Newsclips

Markets are not factoring in a rise in Covid cases due to a variant. This could be a problem should case counts continue to rise.... Read More

June 11, 2021

Markets

Extreme and Popular Charts
COT Update

Highlights from the most recent COT report... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 11th, 2021
Bespoke Commentary

Jim Bianco was on Bloomberg TV this morning talking about inflation, credit, and the G-7. Forbes: Demand-Driven Price Hikes Are Underway John Mauldin – James Bianco, president of Bianco Research, thinks most of the near-term inflation he foresees will be... Read More

June 10, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 10th, 2021
Bespoke Commentary

Jim Bianco: RRP Counterparties As you already know, volume at the Fed’s RRP exploded recently, going from zero on March 16 to $502.9 billion today. What’s more interesting about today is that there was a large increase in the number... Read More

June 9, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 9th, 2021
Bespoke Commentary

Jim Bianco: Deutsche Bank out with this siren that inflation is not just the biggest story of the year, but the biggest story of the decade! DB – Inflation – The defining macro story of this decade They fear it... Read More

June 8, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 8th, 2021
Bespoke Commentary

Jim Bianco: Like I?ve often said, the conventional wisdom on Wall Street (seldom correct) is rates only rise for one reason, strong real growth. So break out into a chorus of ?god bless America ? when they do. The shock... Read More

June 7, 2021

Markets

Why Do Rates Go Up? – Yellen Edition
Posted By Jim Bianco | Featured, Newsclips

Yellen frames higher rates as a positive that would point to a growing economy. This could also mean higher inflation, however.... Read More

The Rotation to Growth Stocks Continues Posted By Jim Bianco | Featured, Newsclips

Talking Data Episode #61: DeFi Borrowing & Lending Posted By Greg Blaha | Bespoke Commentary

Retail Is Back in Their Favorite Stocks (Again) Posted By Alex Malitas | Featured, Newsclips

COVID Update Posted By Jim Bianco | Featured, Newsclips

Why Do Rates Go Up? – Yellen Edition Posted By Jim Bianco | Featured, Newsclips

The Rotation to Growth Stocks Continues
Posted By Jim Bianco | Featured, Newsclips

Talking Data Episode #61: DeFi Borrowing & Lending
Posted By Greg Blaha | Bespoke Commentary

Retail Is Back in Their Favorite Stocks (Again)
Posted By Alex Malitas | Featured, Newsclips

COVID Update
Posted By Jim Bianco | Featured, Newsclips

Why Do Rates Go Up? – Yellen Edition
Posted By Jim Bianco | Featured, Newsclips