Talking Data Episode #13: Inflation, Issuance and Bond Vigilantes

Welcome to the thirteenth edition of our podcast series: Talking Data which offers timely insights into macro data and its impact on the economy and markets.

Our podcast features Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

Today’s topics are Inflation, Bond Issuance and the Bond Vigilantes.

• U.S. CPI disappoints away from core commodities
- Are TIPS breakevensattractive?
- When could inflation become a noteworthy story?

• The Federal Reserve is keeping a tight leash on volatility
- Issuance will be ballooning, is this QE forever? See Quarles.
- Will Powell et al push purchases further out the curve before year-end?
- Has the Fed's support of credit markets run its course?

• The quest for safety or safe havens
- Will U.S. Treasuries offer diversification?
- Where are investors to turn?

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].