Bianco Research
Talking Data – Is Goods Inflation About to Make a Return?
Newsclips • January 24, 2024
• What’s the latest with shipping?
• How is this impacting prices?
• When do things return to normal?
Sample posts from Bianco Research, LLC’s
Newsclips
Bianco Research
Is a Liquidity Problem Coming?
Newsclips • January 12, 2024
The basic straight trend-line still projects RRP volume to hit zero at the end of March. Once that occurs, BSR and Treasury issuance will be eating into the liquidity in the financial system pic.twitter.com/iOqAZaQuAL — Scott...
Bianco Research
What To Think About As The New Year Starts
Newsclips • January 2, 2024
This morning, Jim was on Bloomberg TV talking about the upcoming year. To watch a reply, click on the image above. Summary How will the considerable easing of financial conditions impact the start of 2024? Comment As this chart...
Bianco Research
Total Return Review: A Look Back at 2023
Newsclips • January 2, 2024
2023 began as a year of struggling fixed-income returns even after a disastrous 2022. The last FOMC rate hike was in July 2023 and the narrative has shifted from tighter policy to exactly when looser policy will arrive. Many...
Bianco Research
Quick Comments/What We’re Reading
Newsclips • January 2, 2024
The Fed’s Path in 2024 Bloomberg – The Fed Will Set the Pace for Markets More Than Ever This Year The prospective easing cycle is likely to be both quicker and shorter than the last two years of ever-higher borrowing...