Talking Data

Welcome to the third edition of our new podcast series: Talking Datawhich offers timely insights into macro data and its impact on the economy and markets.  In today’s installment, I will be interviewing Jim to gain his insight on last week’s sell off in the Stock Market. Topics Include: • Speculation in the Stock Market. • Is the Market Overvalued? • Outlook: Bearish? 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.

In today’s installment, Jim and Ben will be discussing market prices versus economic growth and fundamentals amidst heavy monetary and fiscal policy intervention. • Are U.S. equities in line with economic growth/ fundamentals? • Equities versus U.S. Treasury yields, who is right? Is this the right question? • Is the Federal Reserve fueling higher asset prices? Is there a bubble in equities and credit? • Is the Federal Reserve distorting market signals? 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 Talking Data: A series of podcasts hosted by Arbor Research featuring Jim Bianco of Bianco Research and Ben Breitholtz 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. Bianco Research & Arbor Data Science are our two most prominent research offerings. In today’s installment, Jim Bianco and Ben Breitholtz are going to discuss inflation in the markets. 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.