Tag Archives: Markets

February 9, 2022

Markets

How Credit Trades and What It Is Signaling
Posted By Jim Bianco | Featured, Newsclips

The high yield market, and we would argue the larger credit markets, have had two cycles over the past decade - buy and hedge. Right now we are in a hedging cycle. Persistent inflation and QT could initiate the first selling cycle in a long time.... Read More

February 8, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – February 8th, 2022
Bespoke Commentary

Jim Bianco: The market now has 6 hikes priced in over the 7 FOMC meetings remaining in 2022. The consensus STILL cannot catch up to market pricing. Also not the market has 5 hikes priced in for the next 5... Read More

February 7, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – February 7th, 2022
Bespoke Commentary

Jim Bianco: Spotify stock is down by almost half since it fall peak. The latest acceleration lower is the fear that they might lost Joe Rogan. And Rumble has stepped in today and offer Rogan $100 million to move to... Read More

February 4, 2022

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT reports. ... Read More

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – February 4th, 2022
Bespoke Commentary

Jim Bianco: *U.S. AVERAGE RETAIL GASOLINE PRICE SURGES TO HIGHEST SINCE 2014 Twitter: Jonathan Ferro @FerroTV Payrolls estimates todayMedian: 125k High: 250k Low: -400k CPI estimates next week Median: 7.3% High: 7.6% Low: 7% Tweet Jim Bianco: Boy did everyone gets... Read More

Markets

Value Stocks vs. Growth Stocks
Posted By Jim Bianco | Charts of the Week

Value had a great month or two relative to growth. In the short-term some sort of mean reversal would not be a surprise. However, long-term value has barely begun its retracement of growth's outperformance of the past 15 years.... Read More

February 2, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – February 2nd, 2022
Bespoke Commentary

Jim Bianco joins Fox Business to discuss the Federal Reserve, Earnings Reports & Blockchain Adoption Jim Bianco: *ADP RESEARCH INSTITUTE SAYS U.S. LOST 301,000 JOBS IN JAN. 35 estimates, 180k median. Yes, this is number should always be viewed with... Read More

Markets

The Divergence of Sentiment and Positioning
Posted By Alex Malitas | Featured, Newsclips

It seems like both the market and managers can not agree on what 2022 will hold for the market and broader economy. Depending on where you look you hear buy-the-dip, sell-the-rip, 3 hikes, 7 hikes, and everything in between. How can sentiment and positioning diverge so greatly?... Read More

February 1, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – February 1st, 2022
Bespoke Commentary

Jim Bianco: The JOLTs (Jobs Opening Labor Turnover) report foe December is out. The labor shortage is off the charts and keeps getting more and more extreme. As the middle panel shows, the US has 4.6 million more open jobs... Read More

Markets

Payroll Outlook – Weak Report Thanks to Omicron?
Posted By Jim Bianco | Featured, Newsclips

Many expect omicron could weight on the January payroll report. This will make the change in nonfarm payrolls difficult to interpret.... Read More

January 31, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – January 31st, 2022
Bespoke Commentary

Jim Bianco: Remember the market has five hikes priced in. So this contest of one upping each other on rate hikes is really a race to agree with market pricing. Twitter: Jonathan Ferro @FerroTV 2022 Fed hike guesses MS: 4 DB:... Read More

Markets

The Curve Flattens More
Posted By Jim Bianco | Featured, Newsclips

The yield curve's flattening is a sign of growing concern that the Fed is going to hike too much and break something. The curve is not inverted, which would signal the market believes things are already breaking, but it is rapidly moving toward that level.... Read More

January 28, 2022

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report... Read More

Markets

The Big Issue for 2022
Posted By Jim Bianco | Featured, Long Term Charts, Newsclips

The Fed is intent on addressing inflation, which may require putting asset markets under stress. Wall Street and investors are not yet convinced the Fed will get aggressive. This game of chicken is the story of 2022.... Read More

Markets

The Supply Chain Is Not Improving
Posted By Jim Bianco | Newsclips

Despite Wall Street's proclamations, there are still few signs the supply chain is getting better. Now Fed Chair Jay Powell agrees.... Read More

January 27, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – January 27th, 2022
Bespoke Commentary

Bianco Research Conference Call Replay: The Markets Get Volatile The replay of our January 27, 2022 conference call titled The Market Gets Volatile can be found here. Jim Bianco joins Fox Business to discuss yesterday?s FOMC Announcement, the Bond and... Read More

January 26, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – January 26th, 2022
Bespoke Commentary

Bianco Research Conference Call: The Markets Get Volatile Thursday, January 27, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated... Read More

January 25, 2022

Markets

Short Covering or Retail Capitulation?
Posted By Alex Malitas | Newsclips

Given yesterday's wild volatility and dramatic reversal, one would think it offered signs of capitulation that would mark a major low. But the data does not (yet?) support this case. No evidence of a big short position among professional traders exists while two-way action by retail was evident.... Read More

January 24, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – January 24th, 2022
Bespoke Commentary

January 21, 2022

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report. ... Read More

How Credit Trades and What It Is Signaling Posted By Jim Bianco | Featured, Newsclips

Value Stocks vs. Growth Stocks Posted By Jim Bianco | Charts of the Week

The Divergence of Sentiment and Positioning Posted By Alex Malitas | Featured, Newsclips

Payroll Outlook – Weak Report Thanks to Omicron? Posted By Jim Bianco | Featured, Newsclips

The Curve Flattens More Posted By Jim Bianco | Featured, Newsclips

The Big Issue for 2022 Posted By Jim Bianco | Featured, Long Term Charts, Newsclips

The Supply Chain Is Not Improving Posted By Jim Bianco | Newsclips

Short Covering or Retail Capitulation? Posted By Alex Malitas | Newsclips

How Credit Trades and What It Is Signaling
Posted By Jim Bianco | Featured, Newsclips

Value Stocks vs. Growth Stocks
Posted By Jim Bianco | Charts of the Week

The Divergence of Sentiment and Positioning
Posted By Alex Malitas | Featured, Newsclips

Payroll Outlook – Weak Report Thanks to Omicron?
Posted By Jim Bianco | Featured, Newsclips

The Curve Flattens More
Posted By Jim Bianco | Featured, Newsclips

The Big Issue for 2022
Posted By Jim Bianco | Featured, Long Term Charts, Newsclips

The Supply Chain Is Not Improving
Posted By Jim Bianco | Newsclips

Short Covering or Retail Capitulation?
Posted By Alex Malitas | Newsclips