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Talking Data

Latest episodes

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Jun 30, 2023 • 10min

#234: Is Inflation Bottoming in June?

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 inflation bottoming in June? •What is the Base Effect, and what does it say about Headline Inflation? •How about Core Inflation? •How will the Fed react to this? 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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Jun 23, 2023 • 4min

Jim Bianco joins Fox Business to discuss the Inflation Base Effect, Fed Rate Hikes, Recession Gauge

Jim Bianco joins Fox Business to discuss the Inflation Base Effect, Fed Rate Hikes, Recession Gauge with Ashley Webster.
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Jun 16, 2023 • 4min

Jim Bianco on FoxBusiness discussing the July Fed Meeting, Bond/Stock Market Message, Inflation Path

Jim Bianco on FoxBusiness discussing the July Fed Meeting, Bond/Stock Market Message, Inflation Path with Charles Payne.
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Jun 14, 2023 • 11min

#231: Is the Easy Disinflation… Over?

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 Sam Rines of Arbor Data Science. Today Sam answers the question, is the easy disinflation over? •Underlying Price Pressure Continues •Grocery Prices Remain Elevated •The Housing Conundrum 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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Jun 12, 2023 • 15min

#230: Is a Liquidity Squeeze Coming?

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 answer the question if we will get a liquidity squeeze. •Can funds be outside of the financial system? •What is the size of the drain? •What can offset it? 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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May 31, 2023 • 4min

Jim Bianco joins Fox Business to discuss Future Rate Hikes, Fed Speak, the Job Market & Debt Ceiling

Jim Bianco joins Fox Business to discuss Future Rate Hikes, Fed Speak, the Job Market & Debt Ceiling with Charles Payne.
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May 26, 2023 • 5min

Jim Bianco joins Fox Business to discuss the Debt Ceiling, Inflation & the U.S. Economy

Jim Bianco joins Fox Business to discuss the Debt Ceiling, Inflation & the U.S. Economy with Charles Payne.
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May 22, 2023 • 20min

#226: Why are the Markets So Calm About the Debt Ceiling?

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, why are markets so calm ahead of the Debt Ceiling? •The Treasury Bill yield curve "kinks" •What is the significance of June 15? •What options does the President have? 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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May 19, 2023 • 5min

Jim Bianco joins FoxBusiness to discuss Retail Sales, Regional Banks, & Charles' Favorite Fed Member

Jim Bianco joins FoxBusiness to discuss Retail Sales, Regional Banks, & Charles' Favorite Fed Member.
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May 18, 2023 • 18min

Jim Bianco joins Bloomberg to talk the Post-Pandemic Market, the Fed, Regional Banks, Debt Ceiling

Jim Bianco joins Bloomberg to talk the Post-Pandemic Market, the Fed, Regional Banks, Debt Ceiling with Jonathan Ferro, Tom Keene and Lisa Abramowicz.

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