78 episodios

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.

For further information on Arbor Research & Trading please contact Gus Handler at gus.handler@arborresearch.com.

Talking Data Arbor Research & Trading

    • Economía y empresa

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.

For further information on Arbor Research & Trading please contact Gus Handler at gus.handler@arborresearch.com.

    #84: Team Transitory Has Won the Battle, but Has It Won the Inflation War?

    #84: Team Transitory Has Won the Battle, but Has It Won the Inflation War?

    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 Ben Breitholtz of Arbor Data Science.

    Team Transitory Has Won the Battle, but Has It Won the Inflation War?
    • The latest on reopening vs non-opening CPI components
    • Commodities and Yields Destined to Enter Trading Ranges
    • Outlook for Growth and Tapering

    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 or call 800-606-1872.

    • 20 min
    #79: What To Expect When You’re Expecting

    #79: What To Expect When You’re Expecting

    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 Ben Breitholtz of Arbor Data Science.

    Today Jim and Ben will discuss the Jackson Hole meeting, Core CPI and the Dollar.
    · What To Expect at Jackson Hole?
    · What To Expect for Core CPI?
    · What To Expect For The Dollar?

    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 or call 800-606-1872.

    • 16 min
    #78: The Impediments to the Recovery

    #78: The Impediments to the Recovery

    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 Ben Breitholtz of Arbor Data Science.

    Today Jim and Ben will give us an update on the supply chain, the Delta variant, and commodities.
    · Supply Chain update: China's Port Congestion Worsens
    · What is the latest with the Delta Variant and its impact on the workforce?
    · Are Commodities the best Inflation Hedge?  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 or call 800-606-1872.

    • 15 min
    #77: Is This The End Of The Everything Rally?

    #77: Is This The End Of The Everything Rally?

    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 Ben Breitholtz of Arbor Data Science.

    Today Ben will give a quick inflation update and let us know if the “Everything Rally” is nearing an end.

    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 or call 800-606-1872.

    • 16 min
    #76: Team Transitory Is Winning the Battle, but Not the Inflation War

    #76: Team Transitory Is Winning the Battle, but Not the Inflation War

    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 Ben Breitholtz of Arbor Data Science.

    Today Jim and Ben will give us their thoughts on this morning’s CPI report.

    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 or call 800-606-1872.

    • 14 min
    #75: Maybe Transitory It Is?!

    #75: Maybe Transitory It Is?!

    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 Ben Breitholtz of Arbor Data Science.

    Today Ben will give us an update on supply chain constraints and inflation expectations.
    · When will working order for the supply chain be restored? What does it mean for Inflation Expectations?
    · Rents continue to rise. How long will Shelter Inflation last?
    · How are Rising Prices impacting Consumer Spending?
    · What’s the latest with the Housing Market and Job Searches?

    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 or call 800-606-1872.

    • 26 min

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