Talking Data Arbor Research & Trading

Jim Bianco, president of Bianco Research, joins Ash Bennington to discuss how mixed tech earnings are propping up the market, the potential for 10-year yields to surpass 5%, and his analysis of the recent price pressure in the crypto market.

Jim Bianco joins CNBC to discuss the BOJ Yen Intervention, US Bond Market & Next Week’s Fed Meeting with Melissa Lee and the Fast Money Cast.

Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts and the Bond Market with Sonali Basak.

Ditch the suit and tie, it's time to head to Miami with Bobby and Jim! Buckle up for a special edition of Traders Edge, recorded at the Money Show in Miami. Buckle up for some high speed financial wisdom from special guests Jim Bianco, Tracy Shuchart, and Mitch Roschelle!

https://hub.tradier.com/

Jim Bianco: @biancoresearch
Tracy Shuchart: @chigrl
Mitch Roschelle: @Mitch_Roschelle

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 the bond market’s year-to-date performance.

· How was the position going into the year?

· How has the year turned out so far?

· When do rates peak?



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.

Brilliant economist, Jim Bianco of Bianco Research, joins me to talk about the economy's strength, potential recession triggers, and the puzzling behavior of gold prices. A discussion that could have gone on for a couple of more hours, excellent insights!



Recording date: April 19th, 2024



Timestamps & Chapters

00:00:00 - Intro

00:01:49 - Federal Reserve Policies and Economic Outlook

00:06:33 - India's Economic Influence and Global Trends

00:16:42 - AI and Economic Productivity

00:19:42 - AI's Impact on Economic Strategies

00:25:53 - Real Estate Dynamics and Market Predictions

00:28:30 - Insights from "The Big Short" and the Subprime Crisis

00:33:15 - Lessons from the Subprime Mortgage Crisis

00:41:10 - Bond Market Strategies and Economic Recovery

00:44:22 - Conclusion and Future Economic Insights