Welcome to the fifteenth edition of our podcast series: Talking Data which offers timely insights into macro data and its impact on the economy and markets.
Today’s podcast features Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science. Today we will focus on the bond market and yields.
Are we entering a Breakout?
• Yields are breaking out to the upside. If one believes lower for longer, how high will the Fed let rates go?
• Is this about a looming stimulus deal and no more? Or, is it something more?
• Questions from today’s conference call:
- Should I add to my TIPS position now, or wait until after the Election?
- There is a lot of confusion on MMT. How would that come into play based on the Election results?
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.