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Talking Data
By Arbor Research & TradingBusiness
Talking Data episodes
- #7: When Will The Bond Market Wake Up?
Welcome to the seventh edition of our podcast series: Talking Data, which offers timely insights into macro data and its impact on the economy and markets.
Our podcast features Jim Bianco of Bianco Research. In today’s installment, Jim will provide his insight on the bond market.• How quiet is the bond market?- Tightest range in history- Lowest measures of volatility ever- Ignoring commodities- Ignoring other markets (the VIX)• Why so low?- The Fed's massive QE- Promises to not raise rates for three years- Potential yield curve control by the Fed- Quiet inflation• What gets it moving?- A serious "risk off" event - on par with this spring.- A big recovery in the economy (vaccine and return to normal)- A rise in expected inflation• What does more bond market volatility mean?- If volatility comes via falling yields, a market signal that a serious economy decline is coming.- If volatility is via rising yields, a market signal that inflation is returning... so much so that the Fed might have to reconsider no rate hikes for three years.For further information please contact Gus Handler at [email protected].17 min - #6: The State of the Economy
Welcome to the sixth edition of our podcast series: Talking Data, which offers timely insights into macro data and its impact on the economy and markets.
Our podcast features Jim Bianco of Bianco Research. In today’s installment, Jim will provide his insight on the state of the economy.Topics Include:• The Rise of Alternative Data- What kind of data do we use?• What does the Alternative Data say?- Mobility/Airlines- Restaurants- Small Business Activity• What do Economists think?- Q2 and Q3 GDP forecasts- Q4 GDP forecasts• Other concerns- Rising Infection Counts in Europe- Overvalued/Manic Markets- Election UncertaintyFor further information please contact Gus Handler at [email protected].18 min - #5: The Correction and the Fed
Welcome to the fifth edition of our podcast series: Talking Data which offers timely insights into macro data and its impact on the economy and markets.
Our podcast features Jim Bianco of Bianco Research. In today’s installment, Jim will provide his insight on the market correction and yesterday’s Fed meeting.Topics Include:• Speculation in the options market- How big has this market become?- A Retail Mania• Valuation in the market
- Highest since 2000• Why Not Bearish?
- The difference now is the Fed/Government are heavily involved in the markets.- The Fed is not going down without a fight- Significance of the Fed meeting yesterdayThank 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].14 min - #4: The Election
Welcome to the fourth edition of our new podcast series: Talking Data which offers timely insights into macro data and its impact on the economy and markets. In today’s installment, we will be discussing the Election and the markets.
Topics include:• Betting Markets vs. the Polls for the U.S. Presidential Election.• Significance of the upcoming debate.• What is the impact on the market if we have a contested outcome. If it takes weeks or months to declare a winner, how do you think the market will react during that time frame?• Let’s consider this scenario. It is ninety-days post-election. What do equities do with a Biden victory in comparison to a Trump victory?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].16 min - #3: A Discussion of Speculation in the Stock Market
Welcome to the third edition of our new podcast series: Talking Datawhich offers timely insights into macro data and its impact on the economy and markets.
In today’s installment, I will be interviewing Jim to gain his insight on last week’s sell off in the Stock Market.
Topics Include:
• Speculation in the Stock Market.• Is the Market Overvalued?
• Outlook: Bearish?
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].14 min - #2: Markets vs Economic Growth
In today’s installment, Jim and Ben will be discussing market prices versus economic growth and fundamentals amidst heavy monetary and fiscal policy intervention.
• Are U.S. equities in line with economic growth/ fundamentals?
• Equities versus U.S. Treasury yields, who is right? Is this the right question?
• Is the Federal Reserve fueling higher asset prices? Is there a bubble in equities and credit?
• Is the Federal Reserve distorting market signals?
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].38 min - #1: What’s Next For Inflation?
Welcome to Talking Data: A series of podcasts hosted by Arbor Research featuring Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.
We will host a series of discussions which will offer timely insights into macro data and its impact on the economy and markets.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.
In today’s installment, Jim Bianco and Ben Breitholtz are going to discuss inflation in the markets.
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].22 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.
We will host a series of discussions which will offer timely insights into macro data and its impact on the economy and markets.
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.
For further information on Arbor Research & Trading please contact Gus Handler at [email protected].
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