Talking Data Episode #251: The Basis Trade and Bond Market Sentiment

Published: Sept. 12, 2023, 9 a.m.

\nWelcome 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.

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I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.

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Today Jim discusses the basis trade and bond market positioning and sentiment.

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\xb7 What is the latest with the basis trade?

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\xb7 What are other measures of bond market sentiment and positioning saying?

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\xb7 What are the bond bulls looking for?

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Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.

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For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.