Talking Data Arbor Research & Trading

Jim Bianco joins Bloomberg Radio to discuss the Last Mile of Inflation, Rate Cuts & the Bond Market with Tom Keene & Paul Sweeney.

Jim Bianco joins Bloomberg to discuss the Bond Market, Rate Cut Timing & the Post-Lockdown Economy with Jonathan Ferro & Dani Burger.

Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation with Charles Payne & Joseph Wang.

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 gives his thoughts on the Fed and QRA.

· No Rate hikes is now dovish

· Tapering QT

· Thoughts on the QRA



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 to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation with Rick Santelli.

Jim Bianco, president of Bianco Research, returns to The Julia La Roche for episode 165 to discuss the current macro picture and the potential impact of inflation on the economy. 

In this episode, he highlights the bifurcated nature of the economy, with inflation posing a challenge for lower-income individuals. Bianco also shares his insights on the Federal Reserve's interest rate policy and the outlook for long-term interest rates. He thinks rates for the 10-year are likely headed higher to 5-5.5% and breaks down what that could mean for asset allocation, including crypto.

Elsewhere, he weights in on his concerns surrounding the narrative of the Bitcoin ETF, while emphasizing the need for a comprehensive alternative financial system.

Links:
BiancoResearch.com
BiancoAdvisors.com
twitter.com/biancoresearch

Timestamps:
0:00 Welcome Jim Bianco and intro
0:59 Macro picture
1:49 Stickier inflation
4:27 Bifurcated economy
6:06 Interest rate policy outlook
7:50 Fed is not partisan but it is political
9:29 Rates on the 10-year likely headed to 5-5.5%
12:00 The Fed doesn’t change policy in the summer up to election day
13:19 Implications for 10-year at 5-5.5%
19:59 Demographics
24:01 Bitcoin ETF
31:38 How Bitcoin gets to $1 million
34:10 Parting thoughts