Tag Archives: Markets

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

July 13, 2021

Markets

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

Jim Bianco: CPI was a big blow out to the upside, both headline and core. Don’t worry, just relax and keep repeating “transitory” over and over. Y/Y CPI headline = 5.4% Core 4.5% *U.S. JUNE CONSUMER PRICES INCREASE 0.9% M/M;... Read More

Markets

Understanding the Bond Market
Posted By Jim Bianco | Featured, Newsclips

How much more inflation will we see moving forward? And now much longer can the bond market ignore it?... Read More

July 12, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 12th, 2021
Bespoke Commentary

Jim Bianco joins Fox Business to discuss Stocks vs Bonds and Cryptocurrencies with Charles Payne Jim Bianco: Bloomberg: Wall Street?s Math Whizzes Are Racing to Wire Up the Bond Market Justina Lee – Electronic venues like MarketAxess and TradeWeb accounted... Read More

Markets

The Bond Market: A Rush to Get Long?
Posted By Jim Bianco | Featured, Newsclips

The recent drop in the 10-year yield to almost 1.25% last week looks to be more a function of a bullish rush to get long the bond market rather than the covering of incorrect short positions.... Read More

July 9, 2021

Markets

Extreme and Popular Charts
COT Update

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

July 7, 2021

Markets

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

Ben Breitholtz: Investors have jumped head first back into long-term Treasuries (TLT) Ran a little query for what happens to US 30-year bond yields after rolling one-month flows for TLT exceed +2 standard deviations ($2.3 billion). Yields have been higher... Read More

July 2, 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 2nd, 2021
Bespoke Commentary

Wall Street Journal: This Summer, Jobs Come With a Hefty Signing Bonus Patrick Thomas – Signing bonuses are usually reserved for professional athletes and a privileged few white-collar professionals. Not this summer. As U.S. employers? search for hires increases in... Read More

July 1, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 1st, 2021
Bespoke Commentary

Ben Breitholtz: Twitter: Joe Weisenthal @TheStalwart IT’S TOTALLY FINE IF THE BOJ MURDERS THE GOVERNMENT BOND MARKET In today’s @markets newsletter, I wrote about why nobody should care when a central bank smothers a sovereign bond market, and eliminates trading or price volatility... Read More

Markets

Cartoons
Newsclips

June 30, 2021

Markets

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

Jim Bianco: This is so true! When was the last time the Fed unveiled a ?tortured? measure of inflation that showed it was rising and a problem? Twitter: Ben Hunt @EpsilonTheory It?s so weird how there?s always a new way to measure... Read More

June 29, 2021

Markets

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

Financial Times: Reflation trade unwind wrongfoots several big-name hedge funds Colby Smith and Laurence Fletcher – Investors are reassessing their commitment to the reflation trade that has captivated Wall Street this year after a hawkish tilt by the US central... Read More

June 28, 2021

Markets

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

Jim Bianco: Speaking on Bloomberg TV, Summers said that ?my guess is that at the end of the year inflation will, for this year, come out pretty close to 5%,? adding that ?it would surprise me if we had 5%... Read More

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

Understanding the Bond Market Posted By Jim Bianco | Featured, Newsclips

The Bond Market: A Rush to Get Long? 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

Understanding the Bond Market
Posted By Jim Bianco | Featured, Newsclips

The Bond Market: A Rush to Get Long?
Posted By Jim Bianco | Featured, Newsclips