Tag Archives: Markets

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

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – April 15th, 2021
Bespoke Commentary

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

Markets

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

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

Markets

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

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

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – April 9th, 2021
Bespoke Commentary

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

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – April 8th, 2021
Bespoke Commentary

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

Markets

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

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