Tag Archives: Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – April 15th, 2021
Ben Breitholtz: The intraday correlation between stocks (S&P 500 emini) and bonds (US 10Y note) remains stuck near ZERO. In other words, the two have shown little to no connection since late March. This likely indicates some real indecision by... Read More
Reopening the Economy
Posted By Jim Bianco
To assume we return to January 2020 and pile back on the roads and mass transportation might not be correct. There will be questions about why we have these big buildings in metropolitan areas and the reason people congregate in offices.... Read More
Bespoke Commentary from Bianco Research and Arbor Data Science – April 14th, 2021
YouTube: Jim Bianco joins Charles Payne on Fox Business to talk Coinbase, DeFi & getting back to the office Ben Breitholtz: More signs the Fed and others are concerned inflation can actually run at or above 2% following the pandemic.... Read More
Bespoke Commentary from Bianco Research and Arbor Data Science – April 13th, 2021
Jim Bianco: Greg (Blaha) has been working to put together charts to understand Cryptos (called “on-chain analysis”) He created this chart … 75% of the addresses (unique accounts) that own Bitcoin have less than $600 (blue). The point of cryptos... Read More
Bespoke Commentary from Bianco Research and Arbor Data Science – April 9th, 2021
Ben Breitholtz: Twitter: Ed Bradford @Fullcarry Okay, maybe we shouldn’t read too much into breakevens going forward. This happened today once an official at the NY Fed announced they could be buying fewer TIPs Tweet Ben Breitholtz: Twitter: Ben Breitholtz @benbreitholtz Over... Read More
A New U.S. Covid Hotspot – Michigan
Posted By Jim Bianco
What derails expectations of booming economic growth in 2021? A resurgence of COVID. Michigan is now the focal point in the U.S. Meanwhile, case counts across the rest of the world have become worrisome again.... Read More
Bespoke Commentary from Bianco Research and Arbor Data Science – April 8th, 2021
Bianco Research Conference Call “Do Interest Rates Matter Anymore?” The replay of our April 8, 2021 conference call titled Do Interest Rates Matter Anymore? can be here: Do Interest Rates Matter Anymore? Colleague: Interesting argument that China would like to... Read More
Tracking the Reopening
Posted By Jim Bianco
Economists expect 2021 to be a booming year. High-frequency data indicates many aspects are indeed getting better, but whether the situation has improved enough to meet these aggressive forecasts remains to be seen.... Read More
Bespoke Commentary from Bianco Research and Arbor Data Science – April 7th, 2021
Earlier this morning Jim was on Bloomberg TV talking about the economy and the bond market. To watch the interview, click on the image above. Ben Breitholtz: The ‘rise of the retail trader’ is seemingly abating! Search activity for day... Read More
Talking About Inflation
Posted By Jim Bianco
Jim Bianco joins Bloomberg Surveillance to discuss workers returning to the office, stimulus checks, and inflation.... Read More
Bespoke Commentary from Bianco Research and Arbor Data Science – April 6th, 2021
Bianco Research Conference Call Thursday, April 8, 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 webinar/teleconference moderated by Jim Bianco. The major averages are... Read More
Bespoke Commentary from Bianco Research and Arbor Data Science – April 5th, 2021
Talking Data: How Far Will Central Banks Push It In today?s installment of Talking Data, Jim and Ben discuss central banks? acceptance of larger deficits and fiscal spending in hopes of promoting full employment: Has MMT won the debate? What... Read More
DeFi’s Dominance Continues
Posted By Jim Bianco
The value of all cryptocurrencies surpassed the value of the banking system. As the DeFi movement continues to gather steam, it could mark the dawn of a new financial system.... Read More
Bespoke Commentary from Bianco Research and Arbor Data Science – April 2nd, 2021
MarketWatch: ?Crypto is going to be the most significant macro event of my career,? says longtime investment analyst Jim Bianco Howard Gold – Jim Bianco, president of Chicago-based Bianco Research, has been one of the leading independent voices on macro... Read More
Comparing the Value of Credit in the U.S. to GDP
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
Breaking Down Debt in the U.S.
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
Funding Gaps at Public and Private Pensions
Private pension funds have much smaller funding gaps than their government counterparts.... Read More