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?
Bianco Research LLC Samples
Bianco Research
Will Inflation And Liquidity Prove Sticky?
Conference Calls • January 16, 2024
Given the rosy outlook that inflation has been defeated, the market has priced in as many as seven rate cuts for 2024. Join us as we discuss the issues with some of the assumptions in this outlook.
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
Who Are the World’s Richest People at the End of 2023?
Charts of the Week • January 5, 2024
When thinking of the world’s richest people, Elon Musk and Jeff Bezos are often easily named. Due to the high demand for luxury products during the pandemic, Bernard Arnault added over $60B to his net worth since 2020, slotting...
Bianco Research
Updating Year-End ETF Flows
Charts of the Week • January 5, 2024
ETFs represent an important part of equity markets, allowing everyday investors to capture different types of market strategies with just one investment and minimal fees. These are most often passive investments (allocators), yet...
Bianco Research
A Look At REITS
Charts of the Week • January 5, 2024
2023 was not a good year for real estate. The main reason was rising mortgage rates, as this chart of conventional residential mortgage rates shows. Given this headwind, we look at how the US real estate market sectors did. To...
Bianco Research
More on Valuations & Future Stock Returns
Charts of the Week • January 5, 2024
We recently pointed out high stock valuations typically lead to low subsequent returns over the long run, but the same does not apply over a shorter timeframe. The original post only examined subsequent stock returns over a...
Bianco Research
Bullish Sentiment on Stocks & Bonds Surges
Charts of the Week • January 5, 2024
Sentiment is an important measure to gauge future expectations for market moves. The caveat, however, is sentiment is often correlated to what has happened in the market recently. The charts below show the percentage of...