Tag Archives: Markets

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 6th, 2021
Bespoke Commentary

Jim Bianco: No peak yet.India is now over 50% of the cases worldwide. Jim Bianco: Cable Business News is talking a lot more about inflation.But general cable news has barely noticed. Ben Breitholtz: This chart of rolling one-year Sharpe ratios... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 5th, 2021
Bespoke Commentary

Jim Bianco: *LUMBER FUTURES EXTEND RECORD RALLY TO TOP $1,500 FOR FIRST TIME Ben Breitholtz: Another perspective using labor-related search activity shows job seeking and hopes for the return to workplaces ratcheting higher since mid-March. Quick model using this data... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 4th, 2021
Bespoke Commentary

Twitter: Liz Ann Sonders @LizAnnSonders Commodities continuing to rally … now with > 50% of @OECD economies in growth mode, strength in commodities starting to resemble paths seen in late/early 1970s, 1998, 2003 & 2009 @DataArbor @Bloomberg Jim Bianco: *CORN... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 3rd, 2021
Bespoke Commentary

Jim Bianco: A quick word about inflation and the coming base effect. Here is a Fed favorite, core PCE.  The year-over-year change (12-month) is 1.83% for March, up from 1.37% (+0.46%) in February.Here is the 11-month change.  It is 2.48%,... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – April 30th, 2021
Bespoke Commentary

Bianco Research Conference Call: How Cryptocurrencies Could Transform the Financial Landscape The replay of our April 29, 2021 conference call titled How Cryptocurrencies Could Transform the Financial Landscape can be found here. Ben Breitholtz: The Employment Cost Index (ECI) jumped to... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – April 29th, 2021
Bespoke Commentary

Bianco Research Conference Call: How Cryptocurrencies Could Transform the Financial Landscape The replay of our April 29, 2021 conference call titled How Cryptocurrencies Could Transform the Financial Landscape can be found here. Jim Bianco: From the transcript of the Powell... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – April 28th, 2021
Bespoke Commentary

Bianco Research Conference Call: How Cryptocurrencies Could Transform the Financial Landscape Thursday, April 29, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – April 27th, 2021
Bespoke Commentary

Bianco Research Conference Call: How Cryptocurrencies Could Transform the Financial Landscape Thursday, April 29, 2021 at 9:00 AM CDT (10:00 AM EDT | 7:00 AM PDT | 3:00 PM BST) Cryptocurrencies’ promise extends well beyond Bitcoin as a store of... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – April 26th, 2021
Bespoke Commentary

Bianco Research Conference Call: How Cryptocurrencies Could Transform the Financial Landscape Thursday, April 29, 2021 at 9:00 AM CDT (10:00 AM EDT | 7:00 AM PDT | 3:00 PM BST) Cryptocurrencies’ promise extends well beyond Bitcoin as a store of... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – April 23rd, 2021
Bespoke Commentary

Twitter: Julian Brigden @JulianMI2 In the last 40yrs, the widest spread between PPI and CPI has been 4.4%. Therefore, if the Kansas data is indicative and PPI is heading towards 10%, +5% CPI seems reasonable. Tweet Financial Times: Investors plough money... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – April 22nd, 2021
Bespoke Commentary

Jim Bianco: The Global Rolling 7-Day Average (orange) is now at a new high.  Yesterday single day high (blue) was the second largest ever. Global vaccine doses approaching 1 billion (green).Yahoo: India’s COVID tsunami is the worst in the world.... Read More