Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

December 31, 2020 #26: Georgia Senate Race Update
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 Kristen Radosh of Arbor Research & Trading and I will be your host. Our presenter is Jim Bianco of Bianco Research.
Jim will be providing his update on the upcoming Georgia Senate race that’s now less than a week away.

• Currently, Senate seats consist of 50 Republicans, 46 Democrats, and two independents that caucus with the Democrats. A 50/50 tie would be broken by vice president Kamala Harris.
• The polls lean Democrat, but are within the margin of error
• The betting markets lean Republican
• Republicans outperformed pre-election polls in the initial election
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
13 min
December 22, 2020 #25: Inflation and the Outlook Heading Into 2021
• 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 Kristen Radosh of Arbor Research & Trading and I will be your host today. Our presenters are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

• Today, Jim and Ben will give us an update on inflation, and look into the first half of 2021.

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].
17 min
December 17, 2020 #24: Inflation is Coming! Maybe
Welcome to 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 Kristen Radosh of Arbor Research & Trading and I will be your host.
Today Ben Breitholtz of Arbor Data Science will be discussing TIPS, Inflation Expectations and how Owners’ Equivalent Rent may be a Game-Changer.

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm that produces innovative research across a broad range of global fixed-income, equity, currency, and commodity markets. Bianco Research & Arbor Data Science are our two most prominent research offerings.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
21 min
December 09, 2020 #23: Are Risk Markets ahead of themselves?
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 Kristen Radosh of Arbor Research & Trading and I will be your host today. Our presenters are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.
Today, Jim and Ben will answer the question - Are Risk Markets ahead of themselves?
• Is the stock market overvalued? Does this even matter?
• Is the historic rotation from growth to value justified?
• Are credit spreads too tight?

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
21 min
December 03, 2020 #22: Long-end yields again on the move higher, can it last?
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 Kristen Radosh of Arbor Research & Trading and I will be your host today. Our presenters are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.
Today, Jim and Ben will be discussing long end yields that are once again moving higher. Can it last?
• Are yields finally playing catch-up relative to past global recoveries?
– Also elevated ISM and copper/gold ratio?
• Inflation expectations are on the brink, but not yet fully committing. Why not?
• Can the Federal Reserve battle investors in the event of a material sell-off?

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected] or call 800-606-1872.
17 min
November 24, 2020 #21: Are Risk Assets Melting Up?
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 Kristen Radosh of Arbor Research & Trading and, as always, I will be your host today. Our presenters are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.
Today our topic is “Are Risk Assets Melting Up?”

Topics Include:
• Vaccines, Yellen’s appointment, and rebounding Chinese growth are all boosting bullish morale.
- Investor sentiment at a bullish extreme?
- Can risk assets ignore any missteps during a potentially dark winter?
- What are the biggest risks?
• Why haven’t U.S. Treasury yields fully joined the risk-on story-line?

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
22 min
November 19, 2020 #20: What Could Go Wrong?
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 Kristen Radosh of Arbor Research & Trading and, as always, I will be your host today. Our presenters are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.
Today our topic is “What Could Go Wrong?”
• The last week has seen a massive rotation from WFH to reopening. Why is this happening?
• What is the bond market signaling at 0.90%? What is its outlook?

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
25 min
November 10, 2020 #19: Reviewing The Three Big Stories of the Week
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 Kristen Radosh of Arbor Research & Trading and, as always, I will be your host today. Our presenters are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

Today we will review the three big stories of the week: the Election, the Fed Meeting and the Payroll Report.

Topics Include:
• The latest on the election and its impact on the markets
• What is the takeaway from the Fed meeting?
• What does the payroll report tell us?

To sign up for a free trial of Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected] or call 800-606-1872.
20 min
November 04, 2020 #18: Election Night Recap
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 Kristen Radosh of Arbor Research & Trading and, as always, I will be your host today. Our presenters are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.
Today we will recap what happened last night and how the markets will react.
Topics Include:
• What happened last night?
- Gridlock?
- Stimulus deal?
• What really matters to investors?
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
15 min
November 03, 2020 #17: Stock Market Sell-Off
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 Kristen Radosh of Arbor Research & Trading and, as always, I will be your host today. Our presenters are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

Over the course of this week, we have fielded dozens of inquiries pertaining to the violent sell off in the equity markets. Today, we will offer our thoughts on the topic.

Topics Include:
• What is the catalyst? COVID, the Election or other?
• How concerned should we be?
• Why isn't the bond market reacting? Is 60/40 dead?

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
17 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.