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 Jim Bianco of Bianco Research.

Today Jim discusses the Fabulous Four and the equity market rally.

· What are the Fabulous Four?

· Have we seen this before?

· What does Wall Street need?

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].

Jim Bianco joins Fox Business to discuss Concentration/Sentiment in the Market, Crypto Energy Usage with Charles Payne.

Futures are lower ahead of this week’s inflation data. Jim Bianco discusses this, along with what Nvidia’s (NVDA) Friday reversal means for the overall market. He also talks about Nvidia, Meta (META), Amazon (AMZN), and Microsoft’s (MSFT) impact on the S&P 500. He then goes over how far the “Big 4” stocks can carry the current rally.

“Wall Street needs the Fed to cut rates, maybe end quantitative tightening, get the money pump going...we don’t have enough money to keep everything going.”

The Price of Truth - Jim Bianco | tastylive network

Recorded March 5h, 2024.

Jim Bianco joins Bloomberg to discuss Fed Policy, Stock Market Dynamics & the 2024 Election with Manus Cranny & Bob Elliott.

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.

Jim Bianco joins CNBC to discuss No Landing, Inflation Bottoming, China, The Fed, & The Bond Market wtih Sara Eisen & Carl Quintanilla.

Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending with Tom Keene & Damian Sassower.

My guest this week is Jim Bianco, the founder and President of Bianco Research. Jim is well-known on Wall Street for providing macro analysis since the nineties. Today, he takes us through his unique perspective on the economy. We start with his contrarian view on interest rates. We then cover the changes to the economy since COVID, such as remote work and the new consumer. We also talk about his new fixed-income ETF, Crypto, the Red Sea crisis, and more. Please enjoy this conversation with Jim Bianco.