Talking Data Arbor Research & Trading

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 is Jim Bianco of Bianco Research.



Today Jim discusses his thoughts on the state
of the US deficit.

• Putting the Debt/Deficit into
Perspective

• What About Government Spending

• How Does It Get Resolved



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 Fox Business to discuss Private Credit, Stock Market Concentration, Bond Yield-Stock Relationship & Corporate Buybacks with Charles Payne.

Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices.



Erik and Jim discuss:

• Interest, Inflation Rates & Bond Yields

• Fed Rate Hikes and The Economy’s Strength

• Economic Crisis & Budget Deficits

• Oil Demand & Supply, With Focus on China

• Gold Prices & Asian Markets

• US Election & The Stock Market

Jim Bianco joins Fox Business to discuss the Concentration & Performance of the Market, along with potential Fed Rate Cuts with Charles Payne.

Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco



Timestamps:

0:00 - Intro
3:15 - Commodities Supercycle
6:56 - Goods Inflation
8:47 - AI as a Deflationary Technology
13:10 - Fed Minutes Review
14:58 - Are Rates Restrictive?
18:39 - National Debt/Neutral Rates/GDP
26:37 - Does the Curve Steepen out?
28:36 - Supply Chain Disruptions
32:13 - Pizza Talk
33:54 - More on Supply Chain Disruptions
37:47 - Reshoring Effort
40:33 - Trade Wars with China
43:45 - What would you call the Current Environment?
47:07 - Full Impact of Rate Hikes
49:05 - Outro

Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the ongoing rally in equities and crypto, why Nvidia earnings are as important as CPI and payroll numbers, where rates are heading, and what's driving the spike in crypto.