Talking Data

Jim Bianco joins Fox Business to discuss what to expect from the US Economy & M2 Money Supply with Charles Payne.

This video is an excerpt from our conference call last week outlining our views on China. China is already reopened, but we still need to figure out what this means. Mobility in China has bounced back but is still well below pre-Covid levels. On top of this, the recent protests in China exhibited citizens might not be ready to return to the pre-Covid world. They are demanding change in their country. Things have changed in China. We don’t yet know exactly how. But to assume the country will immediately return to 2019 norms and its economy will rebound immediately may prove overly optimistic. 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.

Jim Bianco joins Fox Business to discuss this morning's PPI Report, Fed Rhetoric & the Bond Market with Charles Payne.

In the third segment of Round Table Prime 2023, the panelists offer their best investment ideas for the year ahead. The panelists are host DoubleLine CEO Jeffrey Gundlach, and guests James Bianco, President and Macro Strategist at Bianco Research; Danielle DiMartino Booth, CEO of Quill Intelligence; author and Fox Business anchor Charles Payne; and David Rosenberg, President of economic consulting firm Rosenberg Research & Associates. The discussion, recorded Jan. 4, 2023, was moderated by DoubleLine Deputy Chief Investment Officer Jeffrey Sherman. Time Stamps: (0:13) Best investment idea for 2023.   (0:55) Thoughts on India.   (01:56) Speculation in the market is not gone. Full video here: https://www.youtube.com/watch?v=TRjf4VfZm7E

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 today is Sam Rines of Arbor Data Science. Today Sam looks at all things steak. • Supply Projections • Feeder-to-Steak Profitability • Elevated Input Costs 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.

In the second segment of Round Table Prime 2023, the panelists offer their outlooks across equity, fixed income, commodity and other markets. Then they are asked to share hypothetical fixed 12-month asset allocations for the calendar year. The panelists are host DoubleLine CEO Jeffrey Gundlach, and guests James Bianco, President and Macro Strategist at Bianco Research; Danielle DiMartino Booth, CEO of Quill Intelligence; author and Fox Business anchor Charles Payne; and David Rosenberg, President of economic consulting firm Rosenberg Research & Associates. The discussion, recorded Jan. 4, 2023, was moderated by DoubleLine Deputy Chief Investment Officer Jeffrey Sherman.   Time Stamps: (0:00) Updated thoughts on DeFi.   (03:45) Calculating duration on stocks.   (05:14) Thoughts on ex-United States economies.   (06:30) Asset allocation advice.

Jim Bianco joins Bloomberg TV to discuss Fed Rhetoric after CPI, the US Economy & China Reopening with Jonathan Ferro and Priya Misra.

2023 could offer cyclical downturn in a landscape of secular change as the world appears on the threshold of global recession. Moreover, trends that for decades have driven economies, markets, monetary policy and governance might be staging reversals. In this first of three segments, DoubleLine CEO Jeffrey Gundlach and moderator DoubleLine Deputy Chief Investment Officer Jeffrey Sherman on Jan. 4, 2023, discuss the Macroeconomic State of Play with their guests James Bianco, President and Macro Strategist at Bianco Research; Danielle DiMartino Booth, CEO of Quill Intelligence; author and Fox Business anchor Charles Payne; and David Rosenberg, President of economic consulting firm Rosenberg Research & Associates.   Timestamps: (0:10): Current state of the Federal Reserve. (4:08) Where does Inflation settle out at in 2023? (6:34) Will the Fed be successful in eradicating the Fed Put? (9:58) China Reopening.   Full video here: https://www.youtube.com/watch?v=AwEPd-jORQU

Jim Bianco joins Fox Business to discuss Fed Policy, "Bad News is Good News" & the Bond Market with Charles Payne.

Bianco Research president Jim Bianco gives his take on requiring negative COVID-19 testing for Chinese travelers and weighs in on their policies on 'Making Money.'