Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

March 22, 2022 #122: The Fed's Priority
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 recap Wednesday’s FOMC meeting and discuss the Fed’s Priority.
· Focus On Inflation
· Market Pricing Versus Manager Opinion
· What the Yield Curve Says

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].
14 min
March 21, 2022 #121: Have No Fear, the Fed is Here!
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 will discuss the Fed’s announcement and it’s ties to inflation.
· The Path Forward
· Unanchored Inflation Expectations
· Stagflation?

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].
11 min
March 14, 2022 #120: Supply Chains and War Don’t Mix Well
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 will explain how supply chains and war don’t mix well.
· Blame Game
· Supply Chain Improvements?
· Compounding the Problem

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected] or call 800-606-1872.
10 min
March 10, 2022 #119: Why the Fed Must Hike Aggressively
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 commentators today are Jim Bianco of Bianco Research and Sam Rines of Arbor Data Science.
Today Jim and Sam will discuss “why?” the Fed must hike aggressively.
· What is the conventional wisdom?
· The market still has 6+ hikes priced in.
· The Fed only has tradeoffs.

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected] or call 800-606-1872.
20 min
March 08, 2022 #118: The Other Side of War
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 or Arbor Data Science.

Today Sam will discuss the future consequences of the Russian invasion of Ukraine, and where the spillovers are likely to occur.
· Food Costs Matter
· Economic Pain From Sanctions
· What's Next?

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected] or call 800-606-1872.
11 min
March 03, 2022 #117: Weaponizing the Financial System
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 discuss the recent weaponization of the financial system and the implications for both traditional finance and cryptocurrencies.
· The events of February
· Cryptos Correlation to Stocks
· A Rush out of the Ruble

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected] or call 800-606-1872.
12 min
February 28, 2022 #116: The U.S. Consumer Won’t Be Ignored
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 will discuss the outlook of the U.S. consumer as it relates to the global economy and markets.
· The Resilient U.S. Consumer
· Falling Consumer Sentiment
· Spending and Travel

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected] or call 800-606-1872.
11 min
February 25, 2022 #115: The Yield Curve's Message
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 discuss the yield curve’s message and what that message is signaling to the market.
· The latest market signals.
· What does it all mean?

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
15 min
February 21, 2022 #114: Oil and Truckers
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.
Want to understand the likely path of inflation and consumer’s expectations for it? Look no further than the price of gasoline at the pump.
· Oil to $100?
· Where's my supply dude?
· What the trucker protest really means.

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
12 min
February 17, 2022 #113: How Credit Trades and What It Is Signaling
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 discuss how credit trades and what it is signaling.
· The latest from credit spreads and volume.
· The cycle is buy or hedge.
· What changes this… Inflation?

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
11 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.