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

Today\u2019s topics are Inflation, Bond Issuance and the Bond Vigilantes.
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\n\u2022 U.S. CPI disappoints away from core commodities
\n- Are TIPS breakevensattractive?
\n- When could inflation become a noteworthy story?

\u2022 The Federal Reserve is keeping a tight leash on volatility
\n- Issuance will be ballooning, is this QE forever? See Quarles.
\n- Will Powell et al push purchases further out the curve before year-end?
\n- Has the Fed's support of credit markets run its course?

\u2022 The quest for safety or safe havens
\n- Will U.S. Treasuries offer diversification?
\n- Where are investors to turn?
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\nFor further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.