Talking Data Episode #69: Two Narratives on the Transitory Debate

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 presenter today is Jim Bianco of Bianco Research.

Today we will hear Jim’s latest on inflation after the CPI report this morning.
· Inflation surprised to the upside again. What does it tell us about the transitory debate?
· Bond Yields have been trending lower, what does this tell us about the transitory debate?
· How do these two stories get reconciled?

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.