Tag Archives: Markets

April 6, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – April 6th, 2021
Bespoke Commentary

Bianco Research Conference Call Thursday, April 8, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a webinar/teleconference moderated by Jim Bianco. The major averages are... Read More

April 5, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – April 5th, 2021
Bespoke Commentary

Talking Data: How Far Will Central Banks Push It In today?s installment of Talking Data, Jim and Ben discuss central banks? acceptance of larger deficits and fiscal spending in hopes of promoting full employment: Has MMT won the debate? What... Read More

Markets

DeFi’s Dominance Continues
Posted By Jim Bianco | Featured, Newsclips

The value of all cryptocurrencies surpassed the value of the banking system. As the DeFi movement continues to gather steam, it could mark the dawn of a new financial system.... Read More

April 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 – April 2nd, 2021
Bespoke Commentary

MarketWatch: ?Crypto is going to be the most significant macro event of my career,? says longtime investment analyst Jim Bianco Howard Gold – Jim Bianco, president of Chicago-based Bianco Research, has been one of the leading independent voices on macro... Read More

Markets

Comparing the Value of Credit in the U.S. to GDP
Charts of the Week

The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.... Read More

Markets

Breaking Down Debt in the U.S.
Charts of the Week

A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More

Markets

Funding Gaps at Public and Private Pensions
Charts of the Week

Private pension funds have much smaller funding gaps than their government counterparts.... Read More

Markets

Defined Benefit Plans Continue to Shrink
Charts of the Week

Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More

April 1, 2021

Markets

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

Ben Breitholtz: Adding to the reversals above, interesting commodities of all sorts are rolling over too. Only 68% now up on a rolling three-month basis. Also, the overall magnitude of the commodity rally matched and is now receding from those... Read More

Markets

Jim Bianco Recaps Today’s Fed Meeting
In the Media

Jim Bianco joins Oliver Renick to break down the latest Fed decision, including the notion that the short-term top is in for the 10-year yield.... Read More

Markets

Spot the Stimulus Checks
Posted By Jim Bianco | Featured, Newsclips

Money meant to stimulate the economy is boosting stocks to new highs. Promises of more of the same should keep this bullish backdrop intact.... Read More

March 31, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – March 31st, 2021
Bespoke Commentary

Jim Bianco: Going back to the dollar discussion … this chart might help. No matter how you measure it, the dollar is strengthening in 2021. Jim Bianco: ForexLive: ECB’s Lagarde: The market can test us as much as they want... Read More

Markets

Would a Fourth Covid Wave Dent Growth Forecasts?
Posted By Jim Bianco | Featured, Newsclips

The race is on to vaccinate the world before another wave of infections hits. 2021's aggressive growth forecasts are at stake.... Read More

March 30, 2021

Markets

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

Peter Forbes: Significant development for rents. Inability to evict will restrain many units from seeing the gap between realized and asking rents close. Harder for OER to move higher in that context. Twitter: Ed O’Keefe @edokeefe JUST IN: @CDCgov extends the... Read More

Markets

The Yield Curve Steepens
Posted By Jim Bianco | Featured, Newsclips

The long and short ends of the yield curve are moving in opposite directions. Typically yields stop rising when something breaks. Which end of the yield curve will break something?... Read More

March 29, 2021

Markets

Jim Bianco: “I Try to Tell People About DeFi; It Will Come Here and Completely Flatten You”
In the Media

Jim Bianco has decades of experience as a macro markets researcher. He's been leading his firm Bianco Research since 1990, which has family offices and traditional money managers as clients. He was at UBS and Lehman Brothers before that. He?s as TradFi as it gets, but recently, he?s been falling down the crypto rabbit hole ?hard. ... Read More

March 26, 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 – March 26th, 2021
Bespoke Commentary

Financial Times: The return of the inflation spectre Martin Wolf – A spectre is haunting investors: the return of inflation. But is it a plausible threat? And what would it mean if it did return? Ben Breitholtz: Oh boy, the... Read More

March 25, 2021

Markets

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

Ben Breitholtz: Twitter: SentimenTrader @sentimentrader According to the ICI, equity mutual funds and ETFs enjoyed inflows of nearly $54 billion last week alone. That’s higher than any previous month in 26 years. So far in March, inflows total more than $75 billion. Tweet... Read More

DeFi’s Dominance Continues Posted By Jim Bianco | Featured, Newsclips

Spot the Stimulus Checks Posted By Jim Bianco | Featured, Newsclips

Would a Fourth Covid Wave Dent Growth Forecasts? Posted By Jim Bianco | Featured, Newsclips

The Yield Curve Steepens Posted By Jim Bianco | Featured, Newsclips

DeFi’s Dominance Continues
Posted By Jim Bianco | Featured, Newsclips

Spot the Stimulus Checks
Posted By Jim Bianco | Featured, Newsclips

Would a Fourth Covid Wave Dent Growth Forecasts?
Posted By Jim Bianco | Featured, Newsclips

The Yield Curve Steepens
Posted By Jim Bianco | Featured, Newsclips