
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

Aug 18, 2023 • 7min
Jim Bianco joins CNBC to discuss the Reasoning & Impact of Higher Bond Yields, Jackson Hole & China
Jim Bianco joins CNBC to discuss the Reasoning & Impact of Higher Bond Yields, Jackson Hole & China with Kelly Evans, Tyler Mathisen and Ron Insana.

Aug 14, 2023 • 6min
Jim Bianco joins Fox Business to discuss Capitalism, Bond Yields, Mortgage Rates & the Oil Market
Jim Bianco joins Fox Business to discuss Capitalism, Bond Yields, Mortgage Rates & the Oil Market with Charles Payne.

Aug 11, 2023 • 5min
Jim Bianco joins CNBC to discuss Treasury Inflows, Yield Curve Steepening, Inflation Reaccelerating
Jim Bianco joins CNBC to discuss Treasury Inflows, Yield Curve Steepening, Inflation Reaccelerating, Recession and No Landing Scenario, Bond Auctions with Carl Quintanilla and Sara Eisen.

Aug 11, 2023 • 22min
The Fed’s Fight With Inflation Is Not Over (Here’s Why) | Jim Bianco & Samuel Rines (Camp Kotok)
Jim Bianco, founder and CEO of Bianco Research, and Samuel Rines, managing director at Corbu LLC, join Jack Farley on beautiful Leen’s Lodge for the first week of “Camp Kotok.”
Follow Jim Bianco on Twitter https://twitter.com/biancoresearch
Follow Samuel Rines on Twitter https://twitter.com/SamuelRines

Aug 10, 2023 • 6min
Jim Bianco joins Bloomberg to discuss Re-Accelerating Inflation, Future Rate Hikes & No Landing
Jim Bianco joins Bloomberg to discuss Re-Accelerating Inflation, Future Rate Hikes, No Landing Scenario and Bond Market Auctions with Romaine Bostick and Katie Greifeld.

Aug 10, 2023 • 12min
Jim Bianco joins TD Ameritrade Network to discuss the Stock/Bond Relationship & the Fed's Outlook
Jim Bianco joins TD Ameritrade Network to discuss today's CPI Report, the Stock/Bond Relationship, the Fed's Inflation Fight & how the market will react when the Fed starts to cut rates with Oliver Renick.

Aug 8, 2023 • 15min
#240: The Bank Walk Continues…And It Matters
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 will discuss the latest with the Bank Walk, and why it matters.
•The SLOOS report suggests a Recession, Corporate spreads do not.
• The Bank Walk Continues. Lending Stalls.
• Where do we see it in the markets?
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 1, 2023 • 5min
Jim Bianco discusses a Potential Soft Landing, WFH/Hybrid Work, Second Half Stock Market Performance
Jim Bianco joins Fox Business to discuss a Potential Soft Landing, WFH/Hybrid Work, and Second Half Stock Market Performance with Charles Payne.

Jul 31, 2023 • 20min
Jim Bianco joins Bloomberg to discuss Federal Reserve & Bank of Japan Policy, China's Weak Recovery
Jim Bianco joins Bloomberg TV's "The Open" with Jon Ferro and Sonal Desai of Franklin Templeton.

Jul 27, 2023 • 9min
Jim Bianco joins Fox Business to discuss yesterday’s FOMC Meeting & Today’s GDP Report
Jim Bianco joins Fox Business to discuss yesterday’s FOMC Meeting & Today’s GDP Report with Maria Bartiromo.