Talking Data Episode #78: The Impediments to the Recovery

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 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 the supply chain, the Delta variant, and commodities.
· Supply Chain update: China's Port Congestion Worsens
· What is the latest with the Delta Variant and its impact on the workforce?
· Are Commodities the best Inflation Hedge?

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com or call 800-606-1872.