Talking Data Episode #157: What Will It Take For Inflation To Fall And The Fed To Pivot?

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 fall without wage 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 [email protected].