Talking Data

Jim Bianco joins Fox Business to discuss tomorrow's Payrolls Report, and what to expect from the Fed and the Market with Charles Payne.

This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the economy is headed for a no landing. We also delve into the neutral rate, the key election issues for markets, and whether stocks will outperform bonds.

Timestamps:

00:00 Introduction

00:48 Jim & Jack's Assessment Of The Economy

02:58 The Fed & Interest Rates

03:55 Unemployment & The Sahm Rule

06:57 Is Inflation Coming Down?

08:33 Real Interest Rates

11:05 What Is The Neutral Rate?

14:21 The Pace Of The Cutting Cycle

18:41 Election Insights

20:55 Deficits Are The Key Issue

23:11 Will Stocks Outperform Bonds?

Jim Bianco joins CNBC to discuss Sticky Inflation, Immigration/Labor Market Data, Size of Rate Cuts with Rick Santelli.

Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.

I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.

Today Jim discusses consumer spending and consumption strength.

•What is going on with Consumption &

•Why is this happening?

•How long will this last?

Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].

Jim Bianco joins Fox Business to discuss Fed Chairman Powell’s Speech, the Economy & Labor Market with Charles Payne.

Jim Bianco joins CNBC to discuss Chairman Powell’s Speech and the U.S. Economy with Sara Eisen and Carl Quintanilla.

Jim Bianco‬ is looking for a "sense of stability" in the market ahead of this week's key inflation data. And, following last week's volatile market swings, Bianco weighs in on the state of the yen-carry trade.

Jim Bianco joins Fox Business to discuss Recent Market Volatility, Mixed Economic Signals & Bond Market Liquidity with Charles Payne.

Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.

I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.

Today Jim discusses what Powell said and what it means.

· What did Powell say? 

· Outlook on the economy 

· How to position?

Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].

Jim Bianco, President of Bianco Research, discusses the health of the labor market, what's really driving the unemployment rate up to a 3-year high of 4.3%, the Fed's next moves, the outlook for stocks and bond yields, and Bitcoin.

*This video was recorded on August 1, 2024

0:00 - Intro

0:50 - Fed cut by September

3:00 - Labor market

14:30 - Fed's mistake

19:15 - Stock market rotation

25:56 - AI bubble

30:40 - Bond yields outlook

36:55 - Bullish stock sectors

38:15 - Bitcoin strategic reserve