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 “What Could Go Wrong?”
• The last week has seen a massive rotation from WFH to reopening. Why is this happening?
• What is the bond market signaling at 0.90%? What is its outlook?
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.