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Description
Welcome to Talking Data: A series of podcasts hosted by Arbor Research featuring Jim Bianco of Bianco Research, Sam Rines and Petr Pinkhasov 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.
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.
458 Episodes
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Jim Bianco joins Fox Business to discuss tomorrow's Payrolls Report, and what to expect from the Fed and the Market with Charles Payne.
This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the economy is headed for a no landing. We also delve into the neutral rate, the key election issues for markets, and whether stocks will outperform bonds.
Timestamps:
00:00 Introduction
00:48 Jim & Jack's Assessment Of The Economy
02:58 The Fed & Interest Rates
03:55 Unemployment & The Sahm Rule
06:57 Is Inflation Coming Down?
08:33 Real Interest Rates
11:05 What Is The Neutral Rate?
14:21 The Pace Of The Cutting Cycle
18:41 Election Insights
20:55 Deficits Are The Key Issue
23:11 Will Stocks Outperform Bonds?
Jim Bianco joins CNBC to discuss Sticky Inflation, Immigration/Labor Market Data, Size of Rate Cuts with Rick Santelli.
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 consumer spending and consumption strength.
•What is going on with Consumption &
Retail Sales?
•Why is this happening?
•How long will this last?
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 Fed Chairman Powell’s Speech, the Economy & Labor Market with Charles Payne.
Jim Bianco joins CNBC to discuss Chairman Powell’s Speech and the U.S. Economy with Sara Eisen and Carl Quintanilla.
Jim Bianco is looking for a "sense of stability" in the market ahead of this week's key inflation data. And, following last week's volatile market swings, Bianco weighs in on the state of the yen-carry trade.
Jim Bianco joins Fox Business to discuss Recent Market Volatility, Mixed Economic Signals & Bond Market Liquidity with Charles Payne.
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 what Powell said and what it means.
· What did Powell say?
· Outlook on the economy
· How to position?
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, President of Bianco Research, discusses the health of the labor market, what's really driving the unemployment rate up to a 3-year high of 4.3%, the Fed's next moves, the outlook for stocks and bond yields, and Bitcoin.
*This video was recorded on August 1, 2024
0:00 - Intro
0:50 - Fed cut by September
3:00 - Labor market
14:30 - Fed's mistake
19:15 - Stock market rotation
25:56 - AI bubble
30:40 - Bond yields outlook
36:55 - Bullish stock sectors
38:15 - Bitcoin strategic reserve
Jim Bianco joins Fox Business to discuss the difference between a Soft and No Landing, various employment data & the current stock market rotation with Charles Payne.
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 answers the question, is the economy surging again?
• What is happening to the June Economic Data?
• How is the bond market responding?
• How about the Fed outlook?
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.
After this week's market wrap-up, Financial Sense Newshour interviews Jim Bianco of Bianco Research for his latest insights on the US economy and markets. Jim discusses how the US is spending approximately $6 trillion annually—levels usually observed during major recessions or financial crises—and how this spending is averting a widespread recession but significantly affecting the investment landscape, including inflation, monetary policy, the US Treasury, and the bond market. He guides listeners through these impacts, detailing potential upside and downside risks, and shares his overall macro perspective on the US economy and markets.
Jim Bianco joins Fox Business to discuss Election Betting Odds, the Trump/Powell Trade & the Rotation into Small Caps with Charles Payne.
Jim Bianco joins Bloomberg Surveillance to discuss the Trump & Powell Trade with Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.
Jim Bianco joins Bloomberg Radio to discuss why the Fed shouldn’t be cutting rates soon, higher neutral rates, the rotation to small caps, the election year effects on the Fed and the stock market, and why stocks are taking cues from interest rates with Tom Keene & Paul Sweeney.
Jim Bianco joins Fox Business to discuss Election Betting Odds, Wall Street Adjustments due to the Election & Bitcoin/Crypto Markets Response with Charles Payne.
Why are stocks up but crypto’s not? What happened to the bull market?
Jim Bianco is the perfect guest to intersect crypto, traditional finance and the broader macro world. And that’s exactly why we brought him on the show today.
We ask him:
- Are tech stocks in an AI bubble?
- Is crypto going to have its moment?
- How’s the U.S economy really doing?
- What are the next potential market movers?
Jim guides us through all this, not only that, he explains how he’s positioning himself and his portfolio for 2024.
TIMESTAMPS
0:00 Intro
5:28 Stocks Outperforming Crypto?
12:36 AI Bubble?
18:05 Buffet Indicator
22:57 Money Markets at ATH
28:21 Crypto ETFs
38:02 Tokenization
42:50 Crypto’s Political Shift
51:37 Crypto’s Pain Points
1:04:19 Inflation
1:12:07 Recession Coming?
1:22:05 Market Movers
1:26:37 Jim Bianco’s Portfolio
1:32:48 Closing & Disclaimers
Jim Bianco on the market impact of the attempted Trump assassination, the Election & the Economy
There should be zero rate cuts this year, says Jim Bianco. However, he suspects the Fed will probably cut rates in September.
He also gives his take on what to expect from markets next week.
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audio is terrible, lots of background noise
1. His mic sucks. 2. His constantly modulating his voice higher and lower. This makes it super hard to hear. Learn from this and pay for a better mic!!!