Bianco Research LLC Samples

Bianco Research

Talking Data – Is Goods Inflation About to Make a Return?

Newsclips     January 24, 2024

In the latest installment of Talking Data, Jim discusses the resurgence of goods inflation.  What’s the latest with shipping? How is this impacting prices? When do things return to normal? Full Video Below:  Full Audio Below:...

Bianco Research

Will Inflation And Liquidity Prove Sticky?

Conference Calls     January 16, 2024

The replay of our January 18, 2024 conference call titled Will Inflation and Liquidity Prove Sticky can be found below. Summary Inflation will prove to be sticky and will not come down as quickly as some expect. The economy is...

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...