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 explains how tightening monetary policy has affected the so-called zombie companies. • Consequences of Tightening Monetary Policy • Root Causes • Importance of business models 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 explains why inflation will remain persistent. • Three factors have held down inflation: Cheap Labor, Cheap Goods, and Cheap Energy. • What about technology? Can it offset the factors above? • Thoughts on today's CPI report 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 discussing the recent rally in Tech Stocks, Inflation at 2% or 4%, Higher Interest Rates with Neil Cavuto on Fox Business

Jim's talking points can be found at: 1:09 - Fed's reaction to the jobs report. 1:48 - Economy vs Market/Inflation 7:25 - Have we reached peak Fed hawkishness? 9:39 - Will it be a short and shallow recession?

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 'fever' really breaking?" · The consensus continues to view inflation as transitory across the globe. · Forecasts for developed countries. · Is this a one-time post-pandemic 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.

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 gives us a look into the return of Meme Stock Mania. · Meme Stocks are Back · Twitter Mentions and Stock Prices · A Leading Indicator 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 gives us a preview of the Federal Reserve’s Jackson Hole Economic Symposium. • You’re only as good as your worst assumption • Outlook for September • When does the hiking cycle stop? 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's talking points can be found at: 1:38 - Market response to Powell's comments. 4:50 - 4% Fed Funds Rate? 9:17 - Hiking at the expense of the Labor Market. 15:23 - Investment Grade & High Yield Spreads. 19:37 - 50 or 75 BPs based off of Payroll? 20:27 - Rapid Fire: 50 or 75 BPs? Rate Cut in 2023? 3.50% Peak on the 10Yr?

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 answers the question, where’s the rain? • Critical Role of Water • Global Food Commodity Markets • Investment in Water Related Resource Management 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 what will it take for inflation to fall and the Fed to pivot? · Inflation is expected to return to 2%, is transitory still alive? · What did we learn from July Payrolls? · Can inflation fallwithoutwage inflation falling? 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 covers the persistent inversion of the yield curve. • Different yield curves the market watches. • What is a persistent inversion? • What does it mean for 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.