
Talking Data
Welcome to Talking Data: A series of podcasts hosted by Arbor Research featuring Jim Bianco of Bianco Research, Sam Rines and Petr Pinkhasov of Arbor Data Science.
We will host a series of discussions which will offer timely insights into macro data and its impact on the economy and markets.
Arbor Research & Trading is an institutional research and brokerage firm that produces innovative research across a broad range of global fixed-income, equity currency, and commodity markets.
For further information on Arbor Research & Trading please contact Gus Handler at gus.handler@arborresearch.com.
Latest episodes

Sep 5, 2024 • 5min
Jim Bianco joins Fox Business to discuss tomorrow's Payrolls Report, the Fed & the Market's Reaction
Jim Bianco joins Fox Business to discuss tomorrow's Payrolls Report, and what to expect from the Fed and the Market with Charles Payne.

Aug 30, 2024 • 30min
Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz
This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the economy is headed for a no landing. We also delve into the neutral rate, the key election issues for markets, and whether stocks will outperform bonds.
Timestamps:
00:00 Introduction
00:48 Jim & Jack's Assessment Of The Economy
02:58 The Fed & Interest Rates
03:55 Unemployment & The Sahm Rule
06:57 Is Inflation Coming Down?
08:33 Real Interest Rates
11:05 What Is The Neutral Rate?
14:21 The Pace Of The Cutting Cycle
18:41 Election Insights
20:55 Deficits Are The Key Issue
23:11 Will Stocks Outperform Bonds?

Aug 28, 2024 • 21min
Talking Data Episode #305: Why Retail Sales & Consumption Is Staying Strong
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 commentator is Jim Bianco of Bianco Research.
Today Jim discusses consumer spending and consumption strength.
•What is going on with Consumption &
Retail Sales?
•Why is this happening?
•How long will this last?
Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

Aug 23, 2024 • 6min
Jim Bianco joins Fox Business to discuss Fed Chairman Powell’s Speech, the Economy & Labor Market
Jim Bianco joins Fox Business to discuss Fed Chairman Powell’s Speech, the Economy & Labor Market with Charles Payne.

Aug 12, 2024 • 12min
Jim Bianco looks at the sustained impact of the Yen carry trade unwinding with Oliver Renick
Jim Bianco is looking for a "sense of stability" in the market ahead of this week's key inflation data. And, following last week's volatile market swings, Bianco weighs in on the state of the yen-carry trade.

Aug 7, 2024 • 5min
Jim Bianco discusses Recent Market Volatility, Mixed Economic Signals & Bond Market Liquidity
Jim Bianco joins Fox Business to discuss Recent Market Volatility, Mixed Economic Signals & Bond Market Liquidity with Charles Payne.

Aug 7, 2024 • 19min
Talking Data Episode #304: What the Fed Said and What It Means
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 commentator is Jim Bianco of Bianco Research.
Today Jim discusses what Powell said and what it means.
· What did Powell say?
· Outlook on the economy
· How to position?
Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

Aug 6, 2024 • 55min
Economy In Peril? Why Unemployment Is Soaring; Fed To Cause More Damage | Jim Bianco
Jim Bianco, President of Bianco Research, discusses the health of the labor market, what's really driving the unemployment rate up to a 3-year high of 4.3%, the Fed's next moves, the outlook for stocks and bond yields, and Bitcoin.
*This video was recorded on August 1, 2024
0:00 - Intro
0:50 - Fed cut by September
3:00 - Labor market
14:30 - Fed's mistake
19:15 - Stock market rotation
25:56 - AI bubble
30:40 - Bond yields outlook
36:55 - Bullish stock sectors
38:15 - Bitcoin strategic reserve

Jul 31, 2024 • 4min
Jim Bianco joins Fox Business to discuss Soft vs No Landing, Employment Data & the Market Rotation
Jim Bianco joins Fox Business to discuss the difference between a Soft and No Landing, various employment data & the current stock market rotation with Charles Payne.

Jul 30, 2024 • 11min
Talking Data Episode #303: Is the Economy Surging Again?
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 commentator is Jim Bianco of Bianco Research.
Today Jim answers the question, is the economy surging again?
• What is happening to the June Economic Data?
• How is the bond market responding?
• How about the Fed outlook?
Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
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