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Talking Data

Latest episodes

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Dec 27, 2022 • 8min

#200: Maybe a Grinch

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 under the hood of retail sales and holiday spending. • Cyber Monday for the Win • Post-Covid Spending • Seasonal Labor Demand 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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Dec 23, 2022 • 6min

Jim Bianco joins Bloomberg TV to discuss Fed Policy and Current Market Conditions

Jim Bianco, Bianco Research President & Macro Strategist, says the Fed has won over the market in 2022. Persistent inflation is hard to see at this point.
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Dec 23, 2022 • 13min

#199: The Fed vs the Markets

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 Jim Bianco of Bianco Research. Today Jim discusses the Fed vs the markets. • Is there a difference between the market and the Fed? • What does the market think? • What does the Fed think? • What does it mean for 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.
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Dec 22, 2022 • 5min

Jim Bianco joins Fox Business to discuss Fed Policy, Economic Data and the latest in the FTX Scandal

Jim Bianco joins Fox Business to discuss Fed Policy, Economic Data and the latest in the FTX Scandal with Charles Payne.
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Dec 20, 2022 • 6min

Jim Bianco joins CNBC to discuss the BOJ's policy change & what it signals for other Central Banks

Jim Bianco joins CNBC to discuss the Bank of Japan's policy change & what it signals for other Central Banks with Tyler Mathisen and Kelly Evans
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Dec 19, 2022 • 9min

#198: A Moving Problem

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 gives us his perspective on the housing market and what really matters. • Perfect Storm • Red Hot Markets Nose Dive • Why the Turmoil Matters • Mobility of Labor 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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Dec 16, 2022 • 19min

Jim Bianco joins Bloomberg to discuss Central Bank Policy, Depth of Recession, Terminal Rates

Jim Bianco joins Bloomberg to discuss Central Bank Policy, Depth of Recession, Terminal Rates with Jonathan Ferro and Rob Waldner.
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Dec 15, 2022 • 4min

Jim Bianco joins CNBC Fast Money to discuss Fed Policy, Bond Yields and Yield Curve Inversion

"The short end of the yield curve is going to force the 10-year note higher," predicts Jim Bianco. He explains the inversion is at a 40-year extreme and that could mean trouble for the long end too.
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Dec 15, 2022 • 11min

#197: An OPEC+ Cap

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 will discuss the outlook for oil markets. • Supply and Demand Dynamics • Lack of a Sustained China Reopening • Energy Constrained World 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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Dec 13, 2022 • 8min

Jim Bianco joins Fox Business to discuss current market conditions & the Federal Reserve's Impact

Bianco Research president Jim Bianco and Quill Intelligence CEO Danielle DiMartino Booth discuss the state of the economy and when the Fed could start cutting rates on 'Cavuto: Coast to Coast.'

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