Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

August 19, 2021 #78: The Impediments to the Recovery
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 presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

Today Jim and Ben will give us an update on the supply chain, the Delta variant, and commodities.
· Supply Chain update: China's Port Congestion Worsens
· What is the latest with the Delta Variant and its impact on the workforce?
· Are Commodities the best Inflation Hedge? 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.
16 min
August 16, 2021 #77: Is This The End Of The Everything Rally?
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 presenter today is Ben Breitholtz of Arbor Data Science.

Today Ben will give a quick inflation update and let us know if the “Everything Rally” is nearing an end.

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]m or call 800-606-1872.
17 min
August 13, 2021 #76: Team Transitory Is Winning the Battle, but Not the Inflation 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 presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.
Today Jim and Ben will give us their thoughts on this morning’s CPI report.

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.
15 min
August 09, 2021 #75: Maybe Transitory It Is?!
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 presenter today is Ben Breitholtz of Arbor Data Science.
Today Ben will give us an update on supply chain constraints and inflation expectations.
· When will working order for the supply chain be restored? What does it mean for Inflation Expectations?
· Rents continue to rise. How long will Shelter Inflation last?
· How are Rising Prices impacting Consumer Spending?
· What’s the latest with the Housing Market and Job Searches?

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.
27 min
August 06, 2021 #74: Bond Investors Focused on Growth Worries
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 presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

Jim and Ben will be discussing growth concerns for bond investors.
· ADP was a miss and there is potential for NFPs to undershoot. If you combine that with waning consumer intentions to spend, what does it mean for Fed policy?
· Have investors fully bought the transitory narrative?
·Inflation should have peaked in July, but what looms on the horizon?
· Where are UST yields headed?

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.
18 min
August 02, 2021 #72: Delta and its Delta Impact on Markets
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 presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

News flow has refocused on the virus the last several weeks as the Delta variant spreads around the world.
· How fast and where are cases growing?
· Is it cases (not hospitalizations or deaths) that drive policy and ultimately market reactions?
· No lose situation for risk assets? Simply churn between staying-in and reopening equities?

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.
18 min
July 29, 2021 #71: Rents Go Up, Up, and Away!
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 presenter today is Ben Breitholtz of Arbor Data Science.

The apartment market is the tightest on record, how high will rents go?

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.
15 min
July 26, 2021 #70: Does Growth Matter More Than Inflation?
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 presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

Today Jim and Ben will discuss if growth matters more than inflation.
· Seven trading days ago 10-year yields were 1.42%. Two days ago they were 1.12%. As of this morning they were 1.32%. Now they are 1.23%.
· Will there be economic restrictions coming?
· The latest on "transitory"

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.
21 min
July 15, 2021 #69: Two Narratives on the Transitory Debate
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 presenter today is Jim Bianco of Bianco Research.

Today we will hear Jim’s latest on inflation after the CPI report this morning.
· Inflation surprised to the upside again. What does it tell us about the transitory debate?
· Bond Yields have been trending lower, what does this tell us about the transitory debate?
· How do these two stories get reconciled?

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
July 09, 2021 #67: Historical Playbook Says Market Movements Very Normal
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 presenter today is Ben Breitholtz of Arbor Data Science.

Today we’ll be looking at past global recoveries to find out if today’s markets are in line.
· UST yields, inflation expectations, and USD falling in line
· Global recoveries since 1960 provide guidelines for the pandemic
· Federal Reserve remains the significant odd man out

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.
16 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.