Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

August 29, 2022 #159: Jackson Hole Preview
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 gives us a preview of the Federal Reserve’s Jackson Hole Economic Symposium.
• You’re only as good as your worst assumption
• Outlook for September
• When does the hiking cycle 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
August 26, 2022 Jim Bianco: Powell focused on just one idea ... no pivot!
Jim's talking points can be found at:
1:38 - Market response to Powell's comments.
4:50 - 4% Fed Fund Rate?
9:17 - Hiking at the expense of the Labor Market.
15:23 - Investment Grade & High Yield Spreads.
19:37 - 50 or 75 BPs based off of Payroll?
20:27 - Rapid Fire: 50 or 75 BPs? Rate Cut in 2023? 3.50% Peak on the 10Yr?
23 min
August 25, 2022 Jim Bianco discusses Student Loan Forgiveness, Indications of a Recession, Asset Allocation Tactics
Jim Bianco discusses Student Loan Forgiveness, Indications of a Recession, Asset Allocation Tactics on Fox Business with Charles Payne
7 min
August 25, 2022 #158: When it Rains, it Pours
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 Sam Rines of Arbor Data Science.
Today Sam answers the question, where’s the rain?
• Critical Role of Water
• Global Food Commodity Markets
• Investment in Water Related Resource Management

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].
12 min
August 24, 2022 Jim Bianco: The Fed will stay aggressive; 5% inflation is the new normal
Jim Bianco on what to expect from the Fed this week.
5 min
August 22, 2022 Jim Bianco on Fox Business discussing the Post-COVID Labor Market & Economy, Gas Shortages in Europe
Jim Bianco on Fox Business discussing the Post-COVID Labor Market & Economy, Gas Shortages in Europe
4 min
August 17, 2022 Jim Bianco: Inflation will be sticky, the Fed will have to stay aggressive & Wall St won't like that
Jim Bianco joined Fox Business with Charles Payne to discuss the Fed Minutes & Jackson Hole, and how aggressive the Fed will have to stay as inflation stays sticky.
5 min
August 12, 2022 #157: What Will It Take For Inflation To Fall And The Fed To Pivot?
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 answers the question what will it take for inflation to fall and the Fed to pivot?
· Inflation is expected to return to 2%, is transitory still alive?
· What did we learn from July Payrolls?
· Can inflation fall without wage inflation falling?

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
August 09, 2022 Jim Bianco: The Fed is committed to flight inflation, will not back off if inflation is persistent
Jim Bianco joined Fox Business to discuss the Inflation Reduction Act, Federal Reserve Rate Hikes, CPI and US Treasury Sanctions on Tornado Cash with Charles Payne.
5 min
August 08, 2022 From soaring wages to used car prices, Jim Bianco warns inflation's bite is deepening
Jim Bianco, Bianco Research, on the markets ahead of key inflation reports. With CNBC’s Brian Sullivan and the Fast Money traders, Steve Grasso, Courtney Garcia, Guy Adami and Jeff Mills.
5 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.