Tag Archives: Markets

August 2, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – August 2nd, 2021
Bespoke Commentary

Jim Bianco: The US is rising, Japan is spiking, Australia just expanded its lockdowns to include Brisbane, and then this … Bloomberg: Forecaster Who Predicted India?s Covid Peak Sees New Wave Coming Bhuma Shrivastava and Malavika Kaur Makol – India... Read More

Markets

COVID Update – More Restrictions Coming?
Posted By Jim Bianco | Featured, Newsclips

The fear is a continued rise in cases will lead to harsher economic restrictions that will impede activity.... Read More

July 30, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 30th, 2021
Bespoke Commentary

Financial Times: Gas crunch sends prices hurtling higher David Sheppard – Natural gas prices in Europe and the UK have soared to some of the highest levels on record, threatening to raise costs for households and businesses as global supplies... Read More

Markets

Extreme and Popular Charts
COT Update

Highlights from our most recent COT report.... Read More

July 29, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 29th, 2021 Afternoon Edition
Bespoke Commentary

Three Concerns for the Markets: Inflation, the Delta Variant, and China Replay Markets continue to look for answers to three key questions. First, is inflation transitory? Second, how might the delta variant impact the economy? Third, will China’s crackdown on... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 29th, 2021
Bespoke Commentary

Jim Bianco: Two big misses this morning *U.S. 2Q ECONOMY GROWS AT 6.5% ANNUAL RATE; EST. 8.4% *U.S. WEEKLY JOBLESS CLAIMS AT 400,000 LAST WEEK; EST. 384,500 69 economists were surveyed for GDP and only one was below 6.5%. The... Read More

July 28, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 28th, 2021
Bespoke Commentary

Jim Bianco: Key line: “Since then, the economy has made progress toward these goals, and the Committee will continue to assess progress in coming meetings.” Ben Breitholtz: no more SUBSTANTIAL! Fuse lit? could still be a long one Jim Bianco:... Read More

Markets

A Covid Update
Posted By Jim Bianco | Featured, Newsclips

Case counts continue to surge in the U.S. The market is still trying to determine how to process these numbers.... Read More

July 27, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 27th, 2021
Bespoke Commentary

Jim Bianco: The US keeps rising at 50% versus the previous day of the week. Highlighted below is Tuesday and the the last four previous Tuesdays. 180k to 200k this Friday? (the spikes are Friday – the highest day of... Read More

Markets

China Cracks Down on Its Companies
Posted By Jim Bianco | Featured, Newsclips

China seems intent on rolling back its capitalist experiment to the detriment of its entrepreneurs and technology sector.... Read More

July 26, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 26th, 2021
Bespoke Commentary

During the ?summer of confusion? around the inflation narrative, Ben Breitholtz says a more hawkish Fed could actually bring yields lower. Jim Bianco: Bloomberg: U.S. Real Yields Fall to Record Low Amid Growth Concerns James Hirai and William Shaw –... Read More

July 23, 2021

Markets

Extreme and Popular Charts
COT Update

Highlights from the most recent COT report... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 23rd, 2021
Bespoke Commentary

Jim Bianco: Again, confirmed cases is the metric that politicians use to make lockdown decisions. It should not be this stat alone, but sadly it is. Day of week has a strong seasonal. Yesterday (July 22) at 55k was almost double... Read More

July 21, 2021

Markets

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

Jim Bianco: ESPN: Tokyo boss won’t rule out cancellation of Games The chief of the Tokyo 2020 organizing committee on Tuesday did not rule out a last-minute cancellation of the Olympics, as more athletes tested positive for COVID-19 and major... Read More

July 20, 2021

Markets

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

Jim Bianco: This took the wind out of the overnight attempt to rally. Again, fears that lockdowns or other economic restrictions are coming (or, the big rationalization to block the reopening of the office) *APPLE IS SAID TO POSTPONE OFFICE... Read More

Markets

The Fed Offsets the Treasury
Posted By Jim Bianco | Featured, Newsclips

Despite the exploding deficit, thanks to the Fed's large QE program, the total amount of debt issued has not increased over the last year. This cleared the way for any private sector buying to lower yields.... Read More

Markets

Q2 Earnings Update: Beat Rates Still Elevated
Posted By Alex Malitas | Newsclips

The major earnings story this week revolves around financials. Q2 2021 financial earnings rose significantly as big bank earnings came in.... Read More

July 19, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 19th, 2021
Bespoke Commentary

Jim Bianco joins CNBC?s The Exchange Bloomberg: Why Everyone’s Experience of Inflation Is So Different Tracy Alloway and Joe Weisenthal – Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday... Read More

Markets

What Are Bond Yields Really Signaling?
Posted By Jim Bianco | Featured, Newsclips

Over the past few months many have attempted to decipher the reason 10-year yields have continued to fall. We were among those who believed the drop in yields was temporary and non-transitory inflation would reassert itself. But now it appears as though falling yields are actually signaling a dramatic slowing in the economy, led by the surging delta variant.... Read More

July 16, 2021

Markets

Extreme and Popular Charts
COT Update

Highlights from the most recent COT report... Read More

COVID Update – More Restrictions Coming? Posted By Jim Bianco | Featured, Newsclips

A Covid Update Posted By Jim Bianco | Featured, Newsclips

China Cracks Down on Its Companies Posted By Jim Bianco | Featured, Newsclips

The Fed Offsets the Treasury Posted By Jim Bianco | Featured, Newsclips

Q2 Earnings Update: Beat Rates Still Elevated Posted By Alex Malitas | Newsclips

What Are Bond Yields Really Signaling? Posted By Jim Bianco | Featured, Newsclips

COVID Update – More Restrictions Coming?
Posted By Jim Bianco | Featured, Newsclips

A Covid Update
Posted By Jim Bianco | Featured, Newsclips

China Cracks Down on Its Companies
Posted By Jim Bianco | Featured, Newsclips

The Fed Offsets the Treasury
Posted By Jim Bianco | Featured, Newsclips

Q2 Earnings Update: Beat Rates Still Elevated
Posted By Alex Malitas | Newsclips

What Are Bond Yields Really Signaling?
Posted By Jim Bianco | Featured, Newsclips