Tag Archives: Markets
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 22nd, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 22nd, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bloomberg: RBA Forced to Defend Bond Target for First Time in 8 Months Swati Pandey and Garfield Clinton Reynolds – Australia?s central bank was forced back... Read More
Markets
Housing Affordability
Housing Affordability
Posted By Greg Blaha
First-time homebuyers enjoyed a relatively affordable market in the decade following the housing crash. The recent rise in prices may be bringing that to an end.... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 21st, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 21st, 2021
Jim Bianco: Now just five basis points for a new all-time high. *U.S. 5-YEAR TIPS BREAKEVEN RATE 2.83%, HIGHEST SINCE 2005 10-year BE is now just 2 basis points from its post financial crisis high. And it is just 13... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 20th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 20th, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bloomberg: Fed Seen Well Behind as Global Race to Rate Hikes Hits Overdrive Edward Bolingbroke – Compared with the rest of the world?s central banks, the... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 19th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 19th, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Ben Breitholtz: Building permits worse than any forecast at -7.7%, but remember this is a VERY noisy series. Only the Midwest saw permits rise in September.... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 18th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 18th, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Ben Breitholtz joins Oliver Renick to discuss correlation trends in the bond market, as well as to analyze the qualitative and quantitative impacts of hawkish Fed... Read More
Markets
We Want Stuff!
We Want Stuff!
Posted By Jim Bianco
Demand is outstripping the supply chain's ability to ship goods.... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 15th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 15th, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Kelley Blue Book: Average New Car Sells for Over $45,000 in September Sean Tucker – In September, the average new car in America sold for $45,031.... Read More
Markets
The Supply Chain – Too Much Demand
The Supply Chain – Too Much Demand
Posted By Jim Bianco
The supply chain is running at capacity and cannot keep up with overstimulated demand thanks to fiscal and monetary policy of the last 18 months. This suggests the fix is not expanding supply, which would be hard in the short term, but to raise prices high enough to reduce demand.... Read More
Markets
Keeping an Eye on Chinese Spreads
Keeping an Eye on Chinese Spreads
Although Chinese high yield spreads continue to shoot higher, volatility has not followed suit.... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 14th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 14th, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco joins Fox Business to discuss Cryptocurrencies with Charles Payne Ben Breitholtz: Soft PPI. Core down to 0.2%, 0.5% was expected. Commodity inflation is slowing... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 13th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 13th, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Financial Times: US bank chiefs confident supply chain disruptions are ?transitory? Imani Moise and James Politi – The widespread supply chain disruptions plaguing manufacturers and retailers... Read More
Markets
Updating the Trend in COVID Cases
Updating the Trend in COVID Cases
Posted By Jim Bianco
The recent trends in COVID cases are both encouraging and highlight the confusion about why cases go up and down. This matters a lot for economic growth projections.... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 12th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 12th, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco briefly joins ?Kudlow? to discuss the Jobs Report, Fed Taper and Powell?s Renomination Jim Bianco: Ben Breitholtz: NFIB small business survey getting interesting again…... Read More
Markets
The Troubled Prospects for Banks
The Troubled Prospects for Banks
Posted By Jim Bianco
Decades of poor performance are a loud and definitive market signal that banks have not been a good place for capital. Now with FinTech and Decentralized Finance coming, we do not see their long-term prospects as anything but troubled.... Read More
Markets
What Does Southwest Tell Us About Employment?
What Does Southwest Tell Us About Employment?
Posted By Jim Bianco
Sitting at home for a year has changed attitudes about work. This is having a significant impact on the economy. So far, quantifying this has been all but impossible. But 2019 is not returning and Wall Street needs to stop calling for a return to "normal" and start understanding why this is happening.... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 8th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 8th, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: The Manheim Index of used cars prices was up over 5% in September to a new high. Used car prices are up 27% over... Read More