Talking Data

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 presenters today are Jim Bianco of Bianco Research and Sam Rines of Arbor Data Science. Today Jim and Sam will give us their outlook for commodities. · What are commodities? Does an index make sense? · Energy · Industrial metals · Everything else Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

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 commenter today is Sam Rines of Arbor Data Science. Today Sam will discuss the relationship between the younger generations and cryptocurrencies. · What is the breakdown of crypto buyers by age? · What are the potential spillover effects when cryptos collapse?   Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.   For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

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 presenter today is Jim Bianco of Bianco Research. Today Jim answers the question “What ends crypto’s correlation to legacy markets?” • How do institutional investors view cryptos? • What breaks the correlation and what is TVL • What is the role of Stablecoins? • What happens when the correlation is broken? Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

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 sticky CPI, energy and cracks in the manufacturing boom. · Flexible to the Moon · Energy Not Through The System Yet · Cracks in Manufacturing Boom? As always, thank you for joining us today. If you have any questions on the mentioned topics or suggestions for future episodes, 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.

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 presenter today is Jim Bianco of Bianco Research. Today Jim will answer the question, are fund managers are disconnected? · Fund managers continue to believe the Fed will not be aggressive in tightening because inflation is transitory · Do they fail to understand the impact inflation is having on politics and the enormous political pressure the Fed is under? Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

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 presenter today is Sam Rines of Arbor Data Science. Today Sam will be discussing the following topics: Inflation, Oil and Energy, and Housing. · No One Believes · Oil and Energy Are Pros · The Problem of Housing Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

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 presenter today is Jim Bianco of Bianco Research. Today Jim will discuss the latest CPI data and how the Fed will respond. · A run down on the latest data. · Is the real earnings chart the most important inflation chart right now? · How will the Fed respond? Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

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 presenter today is Jim Bianco of Bianco Research. Today Jim gives us a recap of the stock market in 2021, and what is next. • The 2021 stock market has been a narrow rally driven by the largest stocks. • Excess savings explains a lot of the rally since the pandemic began. • What next? Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

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 presenter today is Jim Bianco of Bianco Research. Today Jim answers the question does the Fed have a choice? - What is the latest with Inflation? - What are the consequences of inflation? - Where does this leave the Fed? Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

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 presenter today is Jim Bianco of Bianco Research. Today Jim will discuss the latest on the Omicron variant. • COVID cases are expected to spike in many parts of the world. Where are case counts at currently? • This usually means restrictions are around the corner. • This risks impairing the global supply chain even more, pushing supply and demand further out of whack, and fostering inflation. Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.