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 gus.handler@arborresearch.com.