Tag Archives: Markets

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

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

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

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

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

Markets

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

Jim Bianco joins Fox Business?s Charles Payne to discuss Crypto, Inflation and the Payroll Report Ben Breitholtz: Twitter: Dario Perkins @darioperkins Think there are 2 inflation stories. One is about reopening & covid (definitely transitory). The other is about longer term... Read More

Markets

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

Financial Times: ?Kind of crazy?: how the booming US used car market is driving inflation James Politi and Colby Smith – Last month it took Carey Cherner, a 36-year-old used car dealer in Kensington, Maryland, less than 12 hours to... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 1st, 2021
Bespoke Commentary

Jim Bianco:  Bloomberg: U.S. Corporate Bond Spreads Hit 14-Year Low as Economy Resurges Alex Wittenberg – U.S. high-grade bond spreads fell to a 14-year low Friday as investors temper their inflation projections and grow bullish on a reopening economy. This... Read More