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 answers the question, is inflation bottoming in June? •What is the Base Effect, and what does it say about Headline Inflation? •How about Core Inflation? •How will the Fed react to this? 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 the Inflation Base Effect, Fed Rate Hikes, Recession Gauge with Ashley Webster.

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 answer the question if we will get a liquidity squeeze. •Can funds be outside of the financial system? •What is the size of the drain? •What can offset it? 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.

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, why are markets so calm ahead of the Debt Ceiling? • The Treasury Bill yield curve "kinks" • What is the significance of June 15? • What options does the President have? 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 to talk the Post-Pandemic Market, the Fed, Regional Banks, Debt Ceiling with Jonathan Ferro, Tom Keene and Lisa Abramowicz.

Jim Bianco joins CNN to discuss the Debt Limit along with current and future market implications with Erin Burnett.

We've had the 2nd, 3rd, and 4th largest bank failures in American history in the last two months, notes Jim Bianco. He discusses what collapse of First Republic Bank (FRC) means for the overall banking systems. He highlights that all of the movement in the economy is pointing to a slowdown. He goes over how the banking system is very complicated, so the market has a habit of misunderstanding and misjudging the banks. He also notes that futures are muted Monday ahead of this week's FOMC meeting. he highlights that he thinks Powell is leaving the door open to hike and will hike again.

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 latest with banking, deposits and the debt ceiling. •What is the latest with Banking? •What is the latest with Deposits? •What is the latest with the Debt Ceiling? 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 Central Bank Influence, M2 Money Supply & WFH/Hybrid Work with Charles Payne.

Jim Bianco joins Fox Business to discuss Recessionary Risks, the PPI Report & Bank Earnings Reports with Lauren Simonetti and Joe LaVorgna.

Jim Bianco joins Bloomberg TV to discuss the Fed’s Inflation Target & the Work From Home/Hybrid Work Environment with Jonathan Ferro, Tom Keene & Lisa Abramowicz.

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 a credit crunch coming? • The latest in deposit outflows. • Where do loans come from? • What’s next? 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.

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 Sam Rines of Arbor Data Science. Today Sam talks about the other parts of SVB. • Areas of Concern • Takeaways from SVB • Long Term Implications 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 the Banking Crisis, Market Conditions & the Jobs Report with Maria Bartiromo.

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 banking crisis and what we have learned since. • Yield-Seekers • Bank Borrowings • Cash Surge 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 on BloombergTV discussing the latest in the Regional Banking Crisis & the Federal Reserve with Tom Keene and Lisa Abramowicz. ELON MUSK MEET JIM BIANCO BIANCO: DON'T SEE ANOTHER BANK FAILING BIANCO: FLOW TO HIGH YIELDING ALTS. TO CONTINUE BIANCO: REGIONAL BANKS MATTER COLLECTIVELY BIANCO: BANKS PRICING IN SQUEEZE OF MARGINS BIANCO: FED NOT THINKING OF PAUSE RIGHT NOW

Jim Bianco on Fox Business discussing Money Leaving Banks, Money Market Funds & the Future of Banking with Charles Payne.

Jim Bianco joins CNBC to discuss what will determine the next Fed rate hike and what he would rather own - the NASDAQ or the 2-Year with Kelly Evans.

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 Sam Rines of Arbor Data Science. Today Sam talks about energy one year later and one year forward. • Is Energy Still a Place to Hide? • Impact of Rate Hikes on Oil • 25% Returns for Oil Producers 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 breaks down the failure of Silicon Valley Bank & Federal Reserve Policy going forward on Bloomberg Markets: European Open.

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 problem with surveys. • How are payrolls collected? • What is happening to response rates? • What does it mean for understanding the economy? 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.