TalkingData

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 updates his thoughts on the bank walk. • Bank stocks are struggling again. • The Bank Walk never stopped. • Where is the Bank Walk showing up? 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 or call 800-606-1872.

Jim Bianco joins CNBC to discuss the Bond Market, Long-Term Inflation Projections & Rate Cuts with Carl Quintanilla and Leslie Picker.

Jim Bianco joins Fox Business to recap Jerome Powell's Jackson Hole Speech, discuss an inflation roadmap, and give a China update with Charles Payne.

Jim Bianco joins Bloomberg to recap Powell's Jackson Hole Speech, Bond Yields & the Stock Market with Scarlet Fu and Sonali Basak.

Jim Bianco joins Fox Business to discuss The Magnificent 7, a Bank Walk Update & The Bank of Japan with Charles Payne.

Jim Bianco joins CNBC to discuss the Reasoning & Impact of Higher Bond Yields, Jackson Hole & China with Kelly Evans, Tyler Mathisen and Ron Insana.

Jim Bianco joins CNBC to discuss Treasury Inflows, Yield Curve Steepening, Inflation Reaccelerating, Recession and No Landing Scenario, Bond Auctions with Carl Quintanilla and Sara Eisen.

Jim Bianco, founder and CEO of Bianco Research, and Samuel Rines, managing director at Corbu LLC, join Jack Farley on beautiful Leen’s Lodge for the first week of “Camp Kotok.” Follow Jim Bianco on Twitter https://twitter.com/biancoresearch Follow Samuel Rines on Twitter https://twitter.com/SamuelRines

Jim Bianco joins Bloomberg to discuss Re-Accelerating Inflation, Future Rate Hikes, No Landing Scenario and Bond Market Auctions with Romaine Bostick and Katie Greifeld.

Jim Bianco joins TD Ameritrade Network to discuss today's CPI Report, the Stock/Bond Relationship, the Fed's Inflation Fight & how the market will react when the Fed starts to cut rates with Oliver Renick.

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 will discuss the latest with the Bank Walk, and why it matters. •The SLOOS report suggests a Recession, Corporate spreads do not. • The Bank Walk Continues. Lending Stalls. • Where do we see it in the markets? 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 a Potential Soft Landing, WFH/Hybrid Work, and Second Half Stock Market Performance with Charles Payne.

Jim Bianco joins Bloomberg TV's "The Open" with Jon Ferro and Sonal Desai of Franklin Templeton.

Jim Bianco joins Fox Business to discuss yesterday’s FOMC Meeting & Today’s GDP Report with Maria Bartiromo.

Jim Bianco joins Bloomberg's Fed Special to discuss today's Rate Hike, the Fed's Inflation Fight & Decision Making with Jonathan Ferro, Tom Keene, Lisa Abramowicz, Bob Michele & Andrew Hollenhorst.

Jim Bianco joins ‘Fast Money’ to talk the upcoming Federal Reserve meeting and why he thinks the central bank won’t extend its pause on hikes this month.

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, what does the stock market see • Breaking down the stock market in 2023 • What are other markets doing? • What does it mean? 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 Bloomberg Surveillance to discuss Inflation Base Effect, Rate Hikes & Stock Market Performance with Jonathan Ferro and Gershon Distenfeld.

Jim Bianco joins Fox Business to discuss S&P 500 CEO vs NBA Salaries and the Inflation Base Effect with Charles Payne.

Jim Bianco discusses the Stock Market Rally, the Relationship Between Bond Yields & the Stock Market and the new Bond Bear Market with Charles Payne.

Jim Bianco on TD Ameritrade Network discussing the Large/Small Cap Divergence & Bank Underperformance with Oliver Renick.

Jim Bianco joins Bloomberg Surveillance to discuss the Inflation Base Effect, the Economy, what the Fed does next with Tom Keene, Katie Greifeld and Ellen Zenter.

Jim Bianco joins Fox Business to discuss a Potential Recession, Inflation Base Effects, Rate Hikes, & the Bond Market with Charles Payne.

Julian Brigden, Co-founder & President of MI2 Partners, joins Jim Bianco to chat through markets and provide exciting details about their upcoming Global Macro Summit from Sept 26th - 29th in beautiful Vail, CO. The Global Macro Summit will be the first macro event of its kind, designed to deepen your understanding of current and projected market dynamics. They have a fantastic lineup of speakers with some of the best macro minds out there that MI2 Partners relies on to guide their decision-making. These global experts will share what it takes to navigate global headwinds and thrive in an increasingly volatile landscape. You'll have the chance to explore and dissect specific themes and trends in panel discussions and intimate breakout sessions with these sought-after experts. You'll also spend time in the beautiful Vail Valley during one of the most stunning seasons and choose from various local excursions to experience with speakers. Or bring a plus one to enjoy together! More about the venue, speakers, and VIP experiences are provided via the link below. Please note: Early Bird Pricing ends July 15th. Save $500 on your ticket before it's too late! ⁠https://mi2partners.com/global-macro-summit-early-bird-registration/⁠