#39: The Great Rebalancing of Liquidity and Market Risks
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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.
\\nI 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.
\\nToday we\\u2019ll talk about the Great Rebalancing of Liquidity and Market Risks.
\\n\\xb7 TIPS supercharged by Federal Reserve\\u2019s increasing ownership (24% of outstanding!)
\\n\\xb7 Is monetary and fiscal policy tearing down liquidity premiums in credit markets just like sovereign bonds?
\\n\\xb7 When and how will near-term Treasury\\u2019s volatility expectations catch-up with other assets including commodities and equities?
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\\nThank 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.
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\\n For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com or call Arbor Research & Trading at 800-606-1872.