Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

November 03, 2022 Jim Bianco: Powell views the best way to get inflation down is a reverse wealth effect
Jim Bianco joins Charles Payne on Fox Business to recap Jay Powell's comments at yesterday's FOMC Meeting and what they mean for markets going forward.
7 min
October 28, 2022 #182: Long Live Fiat
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 today is Sam Rines of Arbor Data Science.

Today Sam discusses all things currency.
• Strength of the US Dollar
• Battle of the Currencies
• Trade Dynamics

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].
9 min
October 26, 2022 It's more about the signaling, than the actual action itself, says Jim Bianco
Will The Fed Signal An End To Rate Hikes? He discusses the Fed's policy after Friday's Wall Street Journal report. He talks about how the Fed's Daly says more hikes are necessary to reach a restrictive stance. He then examines the rise in treasury yields FVX, TNX, and TYX. He also goes over what's next in the Fed's rate hike plan.
11 min
October 25, 2022 Jim Bianco on the latest Economic Data, the Fed "stepping down," Janet Yellen & Federal Funding
Jim Bianco discusses the latest Economic Data, the Fed "stepping down," Janet Yellen & Federal Funding with Charles Payne.
6 min
October 25, 2022 #181: Coffee Run
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 today is Sam Rines of Arbor Data Science.
Today Sam discusses a staple that has gone under the radar.
• A Costly Cup
• Biggest Producers
• Changing Trends

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].
10 min
October 24, 2022 Jim Bianco: No indication that this yield rise is going to stop because good news is bad news
Jim Bianco of Bianco Research breaks down the market action. With CNBC’s Melissa Lee and the Fast Money traders, Guy Adami, Dan Nathan, Karen Finerman and Jeff Mills.
5 min
October 20, 2022 Jim Bianco on the Terminal Rate, Persistent Inflation, Return to Alpha, Post-Pandemic Economy
Jim Bianco on the Terminal Rate, Persistent Inflation, Return to Alpha, Post-Pandemic Economy with Tom Keene and Lisa Abramowicz
6 min
October 15, 2022 Jim Bianco on the Federal Reserve looking into Raphael Bostic's trades during restricted periods
Jim Bianco on the Federal Reserve looking into Raphael Bostic's trades during restricted periods on Bloomberg TV.
7 min
October 14, 2022 #178: What’s Missing From the Fed’s Argument
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 today is Jim Bianco of Bianco Research.
Today Jim will answer the question what’s missing from the Fed’s argument?
• Transitory Still Lives!
• No Agreement at the Fed
• Pivot talk will not stop

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].
13 min
October 10, 2022 #176: Oil, More Oil
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 today is Sam Rines of Arbor Data Science.
Today Sam discusses what today's OPEC+ meeting means for the oil complex.
• Production Cuts
• Spare Capacity
• Global Energy Crunch

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].
13 min

About Talking Data

From the publisher's feed

Welcome to Talking Data: A series of podcasts hosted by Arbor Research featuring Jim Bianco of Bianco Research, Sam Rines and Petr Pinkhasov of Arbor Data Science.