#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 gus.handler@arborresearch.com or call 800-606-1872.