Ben Breitholtz

Head:Risk

Ben Breitholtz is a data scientist at Arbor Research & Trading. He may have a stake in the areas he writes about.

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Fed Reserve Chairman Jerome Powell Testifies Before House Financial Services Committee

Bloomberg Opinion

The Fed May Be About to Make a Mistake

Markets are skeptical that inflation will rise enough to justify the need for several more rate hikes.

August 22, 2018

August 22, 2018

OpinionJim Bianco and Ben Breitholtz

The Fed May Be About to Make a Mistake

Markets are skeptical that inflation will rise enough to justify the need for several more rate hikes.

Fed Reserve Chairman Jerome Powell Testifies Before House Financial Services Committee

May 29, 2018

May 29, 2018

OpinionJim Bianco and Ben Breitholtz

Traders Are Too Certain About the Path for Rates

Rarely in the modern era has there been so much faith that policy makers will do what they say they will do.

Fed Chairman Jerome Powell is poised to raise interest again in a few weeks.

May 4, 2018

May 4, 2018

OpinionJim Bianco and Ben Breitholtz

Economic Surveys Are a Danger to Markets

So-called soft data suffer from a circular reference due to groupthink, herd mentality and political preferences.

There’s a herd mentality in much of the economic data.

March 29, 2018

March 29, 2018

OpinionJim Bianco and Ben Breitholtz

Bond Market Is Downgrading the Prospects for Inflation

The synchronized global economic growth that began in October 2016 is fading.

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