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Talking Data Episode #50: The Stock/Bond Correlation, Inflation and Real Yields
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 presenter today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.
Today Jim and Ben will be discussing the changing correlation between stocks and bonds, inflation and real yields.
· The stock/bond correlation is changing positive, what does that mean.
· How does inflation play into this?
· How will this impact real yields?
Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.
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.
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