Tag Archives: Markets

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 14th, 2021
Bespoke Commentary

Bloomberg: The Real Reason Why U.S. Bond Yields Are Stuck Richard Cookson – Here?s a conundrum. Why, when growth and inflation are picking up sharply, are U.S. bond yields stuck at modest levels? Yields on 10-year Treasuries are lower now... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 13th, 2021
Bespoke Commentary

Ben Breitholtz: Twitter: Matthew C. Klein @M_C_Klein Don?t Be Fooled by April?s Inflation Jump. It?s Being Driven by Reopening Quirks. <– always worth digging into the data on levels and the attribution tables Tweet Ben Breitholtz: US search activity shows workers... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 12th, 2021
Bespoke Commentary

Twitter: GoogleTrends @GoogleTrends #inflation is being searched now more than ever, US Tweet Bloomberg Opinion: A New Global Monetary Order Threatens the Dollar Jim Bianco – The history of modern finance has seen several monetary orders, from the gold standard of... Read More

Markets

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

Jim Bianco:  Wall Street Journal: Opinion | The Fed Is Playing With Fire Clinging to an emergency policy after the emergency has passed, Chairman Powell courts asset bubbles. Jim Bianco: Seychelles updated their infection rates yesterday. Remember they that have... Read More

Markets

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

Wall Street Journal: What Happens to Stocks and Cryptocurrencies When the Fed Stops Raining Money? Greg Ip – While such speculation is often blamed on the Fed, drawing a direct line is difficult. Not so with fiscal stimulus. Jim Bianco,... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 7th, 2021
Bespoke Commentary

Jim Bianco joins Bloomberg?s ?Real Yield? 5/7/21 Part 1 Jim Bianco joins Bloomberg?s ?Real Yield? 5/7/21 Part 2 DeFi & Technical Analysis – A Conversation with Jim Bianco Jim Bianco: As it stands, Eurodollar futures — which are priced off... Read More

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