In the latest installment of Talking Data, Jim discusses the Fabulous Four and the equity market rally. ... Read More
In the latest installment of Talking Data, Alex discusses consumer spending and GDP.... Read More
In the latest installment of Talking Data, Jim discusses the new bitcoin ETFs. ... Read More
In the latest installment of Talking Data, Jim discusses inflation's "last mile." ... Read More
In the latest installment of Talking Data, Jim discusses the resurgence of goods inflation. ... Read More
In the latest installment of Talking Data, Alex discusses the stock-bond correlation and what drives a positive relationship. ... Read More
In the latest installment of Talking Data, Jim discusses the December 13, 2023 FOMC meeting.... Read More
In the latest installment of Talking Data, Jim discusses the impact of liquidity on asset prices. ... Read More
In the latest installment of Talking Data, Jim discusses the big drop in yields after last week's refunding announcement. ... Read More
In the latest installment of Talking Data, Jim discusses mean reversion and real rates. ... Read More
In the latest installment of Talking Data, Jim discusses the bond market, rates, and why everyone is still bullish. ... Read More
In the latest installment of Talking Data, Jim discusses the neutral interest rate known as R*. ... Read More
In the latest installment of Talking Data, Jim discusses the basis trade and bond market positioning and sentiment.... Read More
In the latest installment of Talking Data, Alex updates the conversation on 0DTE options and their market effects.... Read More
In the latest installment of Talking Data, Jim updates his thoughts on the bank walk.... Read More
Talking Data podcasters Jim Bianco, founder and CEO of Bianco Research, and Samuel Rines, of Arbor Data Science, both attended "Camp Kotok" at Leen?s Lodge in eastern Maine.... Read More
In the latest installment of Talking Data, Jim discusses why the ongoing bank walk matters.... Read More
In the latest installment of Talking Data, Jim discusses the stock market rally and why other markets aren't following suit.... Read More
In the latest installment of Talking Data, Jim discusses inflation and its base effect.... Read More
In the latest installment of Talking Data, Jim discusses the a potential liquidity squeeze as the Treasury ramps up issuance. ... Read More