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.
Today our topic is “Are Risk Assets Melting Up?”
Topics Include:
• Vaccines, Yellen’s appointment, and rebounding Chinese growth are all boosting bullish morale.
- Investor sentiment at a bullish extreme?
- Can risk assets ignore any missteps during a potentially dark winter?
- What are the biggest risks?
• Why haven’t U.S. Treasury yields fully joined the risk-on story-line?
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.