Tag Archives: Markets

November 4, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – November 4th, 2021
Bespoke Commentary

Jim Bianco: Here is the fed funds futures curve on the date of the last five FOMC meeting. Things changed at this meeting (blue) verses the rest of the meeting. In other words, between the September 22 FOMC meeting (red... Read More

November 3, 2021

Markets

Updating the Market’s Signal to Central Banks
Posted By Jim Bianco | Featured, Newsclips

Short rates continue to send a signal that central banks are behind the curve.... Read More

November 2, 2021

Markets

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

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: Meme stocks are still the play … 127% in minutes! *AVIS BUDGET EXTENDS SURGE TO 127%, HITTING RECORD HIGH Nice daily chart! And let’s... Read More

Markets

Are COVID Cases Bottoming?
Posted By Jim Bianco | Newsclips

If cases are turning higher, more impediments to the economy may be in the offing.... Read More

November 1, 2021

Markets

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

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Ben Breitholtz: Economists’ expectations for October payrolls showing the tightest distribution since the pandemic got underway. Range is currently 450k with a median estimate of 450k.... Read More

Markets

The Week Transitory Inflation Ended
Posted By Jim Bianco | Featured, Newsclips

In the last month, markets are pricing in more aggressive tightening monetary policy across the globe, sending short rates higher. This move accelerated in the last week. Is this signaling the end of the "transitory" inflation era?... Read More

October 29, 2021

Markets

Extreme and Popular Charts
COT Update

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

Markets

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

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco joins Fox Business to discuss Wage Inflation, the Spending Bill and Cryptocurrencies Ben Breitholtz: 10-year inflation expectations rolling over HARD across Europe and North... Read More

October 28, 2021

Markets

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

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bianco Research Conference Call Replay: What?s Next For Rates? Yesterday, October 27, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco... Read More

Markets

The Market’s Message
Posted By Jim Bianco | Featured, Newsclips

On a total return basis, the bond market is still tracking one of its worst years on record. The 2-year note is tracking a total return loss for the first time ever. Commodities are having one of their best total return years in history and at new all-time highs. These are the market moves one would expect if persistent inflation was becoming a bigger concern.... Read More

October 27, 2021

Markets

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

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bianco Research Conference Call Replay: What?s Next For Rates? Today, October 27, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco... Read More

October 26, 2021

Markets

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

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bianco Research Conference Call: What?s Next For Rates? Wednesday, October 27, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco Research, in... Read More

Markets

Why Are Stocks Relentlessly Rallying?
Posted By Jim Bianco | Featured, Newsclips

The S&P 500's outperformance over the Russell 2000 is reaching historic extremes, something that typically only happens in a bear market. Investors have redirected government stimulus money into the stock market. In 2021 "the stock market" is just one instrument, an S&P 500 index fund, and not much else.... Read More

October 25, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 25th, 2021
Bespoke Commentary

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Real Vision Daily Briefing featuring Jim Bianco – 10/22/21 Financial Times: Investors show fear of central bank errors in short-term bonds Tommy Stubbington and Kate Duguid... Read More

Markets

The Market Is Signaling It’s Time for Aggressive Rate Hikes?
Posted By Jim Bianco | Featured, Newsclips

The market, now pricing as many as three rate hikes in 2022, is beginning to fear the Fed is falling behind the curve.... Read More

October 22, 2021

Markets

Extreme and Popular Charts
COT Update

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

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 22nd, 2021
Bespoke Commentary

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
Posted By Greg Blaha | Charts of the Week

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

October 21, 2021

Markets

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

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

October 20, 2021

Markets

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

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

Updating the Market’s Signal to Central Banks Posted By Jim Bianco | Featured, Newsclips

Are COVID Cases Bottoming? Posted By Jim Bianco | Newsclips

The Week Transitory Inflation Ended Posted By Jim Bianco | Featured, Newsclips

The Market’s Message Posted By Jim Bianco | Featured, Newsclips

Why Are Stocks Relentlessly Rallying? Posted By Jim Bianco | Featured, Newsclips

The Market Is Signaling It’s Time for Aggressive Rate Hikes? Posted By Jim Bianco | Featured, Newsclips

Housing Affordability Posted By Greg Blaha | Charts of the Week

Updating the Market’s Signal to Central Banks
Posted By Jim Bianco | Featured, Newsclips

Are COVID Cases Bottoming?
Posted By Jim Bianco | Newsclips

The Week Transitory Inflation Ended
Posted By Jim Bianco | Featured, Newsclips

The Market’s Message
Posted By Jim Bianco | Featured, Newsclips

Why Are Stocks Relentlessly Rallying?
Posted By Jim Bianco | Featured, Newsclips

The Market Is Signaling It’s Time for Aggressive Rate Hikes?
Posted By Jim Bianco | Featured, Newsclips

Housing Affordability
Posted By Greg Blaha | Charts of the Week