The team at Arbor Data Science provides daily commentary and data-driven analysis for institutional clients of Arbor Research & Trading.
Barrington, IL
Joined December 2018
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- Following34
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Arbor Data Science retweeted
On Wednesday, August 20th, Jim Bianco @biancoresearch will be presenting at the MoneyShow Virtual Expo. @MoneyShow
Should the Fed Cut Rates?
Trump is demanding the Fed cut rates. Fed Chairman Powell is resisting. Who is right?
Register here: online.moneyshow.com/2025/au…
Arbor Data Science retweeted
Jim Bianco @biancoresearch explains that “he’s thinking about it like a real-estate guy,” pointing to Trump’s career as a developer.
bloomberg.com/news/newslette…
Arbor Data Science retweeted
Join Jim Bianco @biancoresearch for this in-depth session, designed to bring you the latest intelligence available so you can identify and profit from the opportunities in today's markets.
@MoneyShow
Register here: miamimms.com/speakers/9c7867…
Arbor Data Science retweeted
MoneyShow Masters Symposium will be held in Miami, Florida on May 15th – 17th, 2025 at the Hyatt Regency Miami. The conference features a stellar lineup including Tom Lee, Eric Bolling, Dan Ives, Jim Bianco, Kathryn Vera, Ed Yardeni, and Heather Zumarraga. @biancoresearch
Arbor Data Science retweeted
Bloomberg’s Liz Capo McCormick details the Mar-A-Lago Accords & Recaps Jim Bianco’s Conference Call
@mccormickliz @biancoresearch
Link to original article here: bloomberg.com/news/articles/…
youtube.com/watch?v=9FP8aqAK…
Arbor Data Science retweeted
To see more of Bianco Research, sign up for a free trial here: biancoresearch.com/free-tria…
Arbor Data Science retweeted
And yet, that’s what Jim Bianco corralled his clients to discuss on Thursday after rumors of a so-called ‘Mar-a-Lago Accord’ began making the rounds. @biancoresearch
Arbor Data Science retweeted
It sounds too radical to even warrant a second thought. That President Donald Trump could force some of the US’s foreign creditors to swap their Treasuries into ultra long-term bonds to ease the country’s debt burden.
bloomberg.com/news/articles/… via @mccormickliz
Arbor Data Science retweeted
Sam Rines @SamuelRines joins Maggie Lake to explore the driving forces behind this week’s equity market action and discuss whether we’ve reached a turning point.
youtube.com/live/rUk2HWZvy1I… via @RealVision @maggielake
Arbor Data Science retweeted
Sam Rines @SamuelRines notes that the FOMC is largely fixated on the services side of the economy, and that's what may begin to become more problematic for policymakers.
iTunes: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/2Kg…
YouTube: youtube.com/watch?v=yttu9XJs…
Arbor Data Science retweeted
So long as customers keep accepting higher prices and shareholders keep rewarding them, companies are incentivized to focus on price instead of volume (Rines calls it 'POV'). @SamuelRines
Arbor Data Science retweeted
Earnings season is pretty much over but a clear theme has emerged. As Corbu strategist Samuel Rines puts it, it's "a story of Price over Volume with a side of wage gains." @SamuelRines
bloomberg.com/news/newslette… via @tracyalloway
Arbor Data Science retweeted
Interesting chart from my colleagues at @DataArbor, the major commuter lines into Chicago's Loop.
A freaking disaster for the city.
Crappy trains. shootings, high taxes, poor services, and lousy weather is killing the city. Detroit 2.0
Mayoral election one week from today.
Arbor Data Science retweeted
Going back to early 1970s, Fed hiking cycles have lasted an average of 219 days (from first hike to first cut); we're currently just beyond 260
@DataArbor @stlouisfed
Arbor Data Science retweeted
📌 Flow
ETF flows show that investors put their money into broad equities and large & mid-cap equity funds
👉 isabelnet.com/?s=flow
h/t @DataArbor #markets #ETF #bonds #equities #stocks
#stockmarket #treasuries #assets #bondmarket #investing
Arbor Data Science retweeted
Unlike situation for vehicles, inventories of motor vehicle parts and supplies have spiked considerably this year while real sales have largely moved sideways
@DataArbor @uscensusbureau
Arbor Data Science retweeted
Investors have shifted back towards risk, with ~45%% of ETF inflows concentrated in large-/mid-cap & broad equity funds over past month; only 7% of flows have been into U.S. government bond funds
@DataArbor
Arbor Data Science retweeted
Proportion of commodities with positive 1-month return has climbed to ~68%; off peak seen earlier this year but healthier breadth than what was seen a few months again
@DataArbor @Bloomberg
Arbor Data Science retweeted
📌 Flow
ETF flows show that investors put their money into US government debt, broad equities and large & mid-cap equity funds
👉 isabelnet.com/?s=flow
h/t @DataArbor #markets #ETF #bonds #equities #stocks
#stockmarket #treasuries #assets #bondmarket #investing
