Tag Archives: Markets

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

Markets

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

Twitter: Lisa Abramowicz @lisaabramowicz1 HSBC explains why it expects 10-year Treasuries to fall to 1% by yearend and stay there by the end of 2022. “Comparisons with past periods of inflation and forecasts of regime shifts miss the structural headwinds from... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – April 20th, 2021
Bespoke Commentary

Politico: Post-pandemic boom poised to get smacked with severe shortages Victoria Guida – ?This supply disruption is getting to the breaking point where we?re going to have to start raising prices, and we?re going to see inflation,? said Jim Bianco,... Read More