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 today is Sam Rines of Arbor Data Science. Today Sam gives us his perspective on the housing market and what really matters. • Perfect Storm • Red Hot Markets Nose Dive • Why the Turmoil Matters • Mobility of Labor 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 discuss Central Bank Policy, Depth of Recession, Terminal Rates with Jonathan Ferro and Rob Waldner.

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 today is Sam Rines of Arbor Data Science. Today Sam will discuss the outlook for oil markets. • Supply and Demand Dynamics • Lack of a Sustained China Reopening • Energy Constrained World 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.

Bianco Research president Jim Bianco and Quill Intelligence CEO Danielle DiMartino Booth discuss the state of the economy and when the Fed could start cutting rates on 'Cavuto: Coast to Coast.'

Jim Bianco joins Fox Business to discuss current market conditions and the SBF/FTX Fallout 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 today is Jim Bianco of Bianco Research. Today Jim gives his thoughts on Wall Street’s 2023 outlook. • The outlook for 2023 • How are market players viewing it? • What is the contrarian case for 2023? 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 today is Sam Rines of Arbor Data Science. Today Sam discusses the nature of the catastrophe bond market. • Uncorrelated Nature of the Market • Gap Down • Biggest Threat 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 was on Bloomberg TV this morning talking about the consensus forming around a recession in 2023. The hope ingrained in this opinion is the Fed will be forced to pivot, pushing risk assets higher. He also talked about the jobs market.

"Everyone expects a recession, and because of that, everyone expects the Fed to pivot, they'll be cutting rates in the second half of the year, everyone expects that will drive that will be falling inflation... transitory never really went away." - Jim Bianco

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 today is Sam Rines of Arbor Data Science. Today Sam discusses the two industries that seem to be the most important to Fed policy going forward. • Energy vs Tech Layoffs • A Coastal Story • A Better Balance 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 today is Jim Bianco of Bianco Research. Today Jim discusses last week's CPI Report and the market reaction. • What did the CPI report say? • Does it change the outlook for the Fed? • Why such a big reaction? 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 today is Jim Bianco of Bianco Research. Today Jim give us a midterm election update. • What is the Generic Ballot, and what does it say? • What are the betting markets and models saying about the House and Senate? • What is the latest on important Senate races? 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 today is Jim Bianco of Bianco Research. Today Jim answers the question does the Fed's reaction function now include Nick Timiraos? • What is a Step Down? • Why does Nick Timiraos Matter? • Will Powell Step Down? 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.