In the latest installment of Talking Data, Ben and Jim discuss inflation fears trickling from consumers to investors and eventually central banks.... Read More
In this installment of Talking Data, Ben and Jim discuss the latest inflation data, the market's reaction, and the Fed's potential response.... Read More
In this installment of Talking Data, Ben and Jim distill Powell's presser and the onset of the taper.... Read More
In today?s installment of Talking Data, Ben and Jim discuss the lukewarm inflation report, which did little to settle the transitory versus persistent debate.... Read More
In today?s installment of Talking Data, Jim and Ben discuss whether inflation is becoming persistent, what happens if economic growth moderates, and how the Fed and market might react.... Read More
In today?s installment of Talking Data, Ben, Kristen, and Jim discuss what it will take for yields to press even higher along with the potential impacts of the debt ceiling debate and Fed transgressions.... Read More
In today?s installment of Talking Data, Jim and Ben talk about yesterday's FOMC meeting and the upcoming taper.... Read More
In today?s installment of Talk Data, Jim and Ben talk about transitory versus persistent inflation, range-bound commodities and interest rates, and the latest on economic growth and Fed policy.... Read More
In the latest installment of Talking Data, Jim and Ben offer a public service announcement on the impact of seasonality and Hurricane Ida on slowing consumer data.... Read More
In today?s installment of Talk Data, Jim and Ben decipher the messaging in Powell?s speech at the Jackson Hole Symposium and the muted market reaction.... Read More
In today?s installment of Talk Data, Jim and Ben give outlooks on the Jackson Hole Symposium, core inflation, and the US dollar.... Read More
In today?s installment of Talking Data, Jim and Ben tackle the continued supply chain dysfunction, spreading delta variant, and whether or not commodities are an effective hedge against inflation.... Read More
In the latest edition of Talking Data, Jim and Ben give us their thoughts on this morning's CPI report.... Read More
In the latest installment of Talking Data, Jim and Ben agree growth (and employment) has taken the reigns from inflation when it comes to sovereign yields.... Read More
In the latest installment of Talking Data, Jim and Ben discuss investor and politicians? focus on COVID-19 case counts over deaths or hospitalizations. Consumers have quickly grown apprehensive about a return to the workplace thanks to the Delta variant with private companies openly increasing hurdles including masks and vaccinations.... Read More
In today?s installment of Talking Data, Jim and Ben discuss whether growth or inflation is steering sovereign yields.... Read More
In the latest installment of Talking Data, Jim discusses yesterday's CPI release and the narrative being told by the bond market.... Read More
The expiration of federal unemployment benefits might mean we are a lot closer to settling the 'transitory' debate on inflation. And with this answer, we might get a new trend in interest rates. Our guess has been inflation is more permanent, which will lead to higher yields.... Read More
In today's installment, Jim and Ben discuss the recent rolling over in housing, manufacturing surveys, and commodities.... Read More
Welcome to the latest edition of Talking Data. Our presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science. Today Jim and Ben will give us an update on their views of Inflation. · Manufacturing... Read More