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 commentators today are Jim Bianco of Bianco Research and Sam Rines of Arbor Data Science.

Today Jim and Sam will discuss “why?” the Fed must hike aggressively.
· What is the conventional wisdom?
· The market still has 6+ hikes priced in.
· The Fed only has tradeoffs.

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

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.

#119: Why the Fed Must Hike Aggressively