Talking Data Episode #6: The State of the Economy

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Welcome to the sixth edition of our podcast series: Talking Data, which offers timely insights into macro data and its impact on the economy and markets.

Our podcast features Jim Bianco of Bianco Research. In today’s installment, Jim will provide his insight on the state of the economy.

Topics Include:
• The Rise of Alternative Data
- What kind of data do we use?

• What does the Alternative Data say?
- Mobility/Airlines
- Restaurants
- Small Business Activity

• What do Economists think?
- Q2 and Q3 GDP forecasts
- Q4 GDP forecasts

• Other concerns
- Rising Infection Counts in Europe
- Overvalued/Manic Markets
- Election Uncertainty