Talking Data

Jim Bianco joins Fox Business to discuss today's CPI Report & tomorrow's FOMC Meeting with Neil Cavuto.

Jim Bianco joins Fox Business to discuss current market conditions and the SBF/FTX Fallout with Charles Payne.

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 gives his thoughts on Wall Street’s 2023 outlook. • The outlook for 2023 • How are market players viewing it? • What is the contrarian case for 2023? 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 CNBC Fast Money to discuss Inflation, the Federal Reserve & Tomorrow’s PPI Report.

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 discusses the nature of the catastrophe bond market. • Uncorrelated Nature of the Market • Gap Down • Biggest Threat 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 was on Bloomberg TV this morning talking about the consensus forming around a recession in 2023. The hope ingrained in this opinion is the Fed will be forced to pivot, pushing risk assets higher. He also talked about the jobs market.

"Everyone expects a recession, and because of that, everyone expects the Fed to pivot, they'll be cutting rates in the second half of the year, everyone expects that will drive that will be falling inflation... transitory never really went away." - Jim Bianco

Jim Bianco joined Fox Business to discuss Jerome Powell's latest speech, Market's reaction to November Jobs Report, Gambling vs Investing & the FTX Fallout vs DeFi with Charles Payne.

Jim Bianco joins TD Ameritrade Network to discuss the Crypto Market & China's Zero COVID Policy with Oliver Renick.

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 discusses the two industries that seem to be the most important to Fed policy going forward. • Energy vs Tech Layoffs • A Coastal Story • A Better Balance 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.