Talking Data

Jim Bianco joins Fox Business to discuss the difference between a Soft and No Landing, various employment data & the current stock market rotation 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 answers the question, is the economy surging again?

• What is happening to the June Economic Data?

• How is the bond market responding?

• How about the Fed outlook?

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].

After this week's market wrap-up, Financial Sense Newshour interviews Jim Bianco of Bianco Research for his latest insights on the US economy and markets. Jim discusses how the US is spending approximately $6 trillion annually—levels usually observed during major recessions or financial crises—and how this spending is averting a widespread recession but significantly affecting the investment landscape, including inflation, monetary policy, the US Treasury, and the bond market. He guides listeners through these impacts, detailing potential upside and downside risks, and shares his overall macro perspective on the US economy and markets.

Jim Bianco joins Fox Business to discuss Election Betting Odds, the Trump/Powell Trade & the Rotation into Small Caps with Charles Payne.

Jim Bianco joins Bloomberg Surveillance to discuss the Trump & Powell Trade with Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.

Jim Bianco joins Bloomberg Radio to discuss why the Fed shouldn’t be cutting rates soon, higher neutral rates, the rotation to small caps, the election year effects on the Fed and the stock market, and why stocks are taking cues from interest rates with Tom Keene & Paul Sweeney.

Jim Bianco joins Fox Business to discuss Election Betting Odds, Wall Street Adjustments due to the Election & Bitcoin/Crypto Markets Response with Charles Payne.

Why are stocks up but crypto’s not? What happened to the bull market?

Jim Bianco on the market impact of the attempted Trump assassination, the Election & the Economy

There should be zero rate cuts this year, says Jim Bianco. However, he suspects the Fed will probably cut rates in September.