Ben Breitholtz joins Oliver Renick to discuss correlation trends in the bond market, as well as to analyze the qualitative and quantitative impacts of hawkish Fed language on the market’s growth story.
During the “summer of confusion” around the inflation narrative, Ben Breitholtz says a more hawkish Fed could actually bring yields lower.
A look at search activity on Google indicates that U.S. consumers may be cooling off a little bit.
Ben Breitholtz, a data scientist at Arbor Research, examines Google search activity as a gauge for consumer sentiment. Right now, he’s seeing some signs that the torrid pace of consumption we’ve seen is starting to cool just a little.
Ben Breitholtz explains how history tells us the dormant trend for bond yields may soon be coming to an end.
Ben Breitholtz provides his take on the strength of the U.S. consumer, bull vs bear bias, and bond fund flows.
What’s next for the Fed after leaving rates unchanged? Ben Breitholtz joins Oliver Renick for a comprehensive breakdown of the charts to discuss next steps.
Ben Breitholtz of Arbor Data Science calculated year-to-date losses for the 30-year bond were only comparable to 1980 and 2019, highly volatile years for the Treasury market.
Ben Breitholtz on the great test that lies ahead for Average Inflation Targeting (AIT) and the Fed’s commitment to letting inflation run hot.
Breitholtz studied a group of 60 of the most-followed names in financial Twitter, or FinTwit, grouping them into three categories: pragmatists, permabears and journalists. And though historical data on Twitter sentiment doesn’t go back that far, he has found that when pragmatists and permabears converge on a positive reading of the economy, it’s good news …
Continue reading “Permabears are turning into bulls, stock-market indicator shows”