
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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.