Talking Data Episode

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Күн бұрын

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 discusses managing fixed income in a world with yield.
• What is going on with interest rates?
• What is your outlook?
• How hard is it to beat a benchmark?
• How has the Index done?
• What is the current positioning?
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.

Пікірлер: 5

@jays9870 2 ай бұрын

Some great charts and very insightful analysis - thank you!

@Vodomamajuju 2 ай бұрын

Nice work!

@SaSa-fs8sb 2 ай бұрын

Grants newsletter has an illustration with a letter G, a cartoon of a guy standing at a lecturn , G , geometry, Freemasonary

@dtrg65 2 ай бұрын

I'll add one to the YOLO thesis....people who lost money in the stock market can say "If I can survive losing money, I may as well enjoy it"...we watched used goods prices go higher than new goods prices...if they're extrapolating from the past of government sending checks, they can extrapolate on their inflation expectations. Buy goods, make a bet that inflation supports nominal equity, and still be emotionally numb to losing equity if the bet doesn't pan out. Nevermind recent wage increases.