Talking Data – Stock/Bond Correlation, Inflation, and Real Yields, Oh My!
In our 50th installment of Talking Data, Jim and Ben tackle the rapid rise in intermediate goods prices along with consumers’ expectations for inflation.
Talking Data – Distilling Central Bank Communications with NLP
In today’s installment, Ben and Anthony discuss central bank communications and what they can tell us about inflation, interest rates, and more.
Talking Data – US Treasury Rebound, Head Fake or Trend Change?
In today’s installment, Jim and Ben discuss the recent turn lower by U.S. Treasury yields after hefty bearish positioning and sentiment.
Talking Data – Welcome to the Base Effect
In today’s installment, Jim and Ben discuss the inflation beat for March and markets’ lethargic reaction. Will cost-push inflation emerge? What does this mean for interest rates?