Talking Data Episode #74: Bond Investors Focused on Growth Worries

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.

Jim and Ben will be discussing growth concerns for bond investors.
· ADP was a miss and there is potential for NFPs to undershoot. If you combine that with waning consumer intentions to spend, what does it mean for Fed policy?
· Have investors fully bought the transitory narrative?
·Inflation should have peaked in July, but what looms on the horizon?
· Where are UST yields headed?

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.