Podcast Episodes

Fast tax refunds and slow payments prolong stimulus, esp for high-income

Episode 184

Lower tax payments shift stimulus later into 1H26

We're in the midst of tax season, and BAC data helps us track changes in refunds, payments, and the…

1 month, 2 weeks ago

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Falling bank multiples, elevated risks: AI, credit, and the macro

Episode 183

Banks confront renewed private credit and AI-driven risks

Private credit has remained a persistent concern for banks, and recent events have brought …

1 month, 2 weeks ago

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US labor market call

Episode 182

Please join Ralf Preusser in conversation with Alex Cohen, Stephen Juneau and Meghan Swiber to discuss the US labor market. The US rate market contin…

1 month, 3 weeks ago

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Global curve dynamics

Episode 181

Please join Ralf Preusser for a discussion on global curve dynamics with Meghan Swiber, Sphia Salim and Paul Ciana. We will explore the recent shift …

1 month, 3 weeks ago

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Supply and demand in US bond markets

Episode 180

Please join Ralf Preusser in conversation with Yuri Seliger and Meghan Swiber to discuss supple and demand in US bond markets. Strong supply in credi…

2 months ago

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German fiscal & market implications

Episode 179

Please join Ralf Preusser for a discussion on the German outlook with Evelyn Herrmann, Sphia Salim and Michalis Rousakis. We will explore the view on…

2 months, 2 weeks ago

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Emerging markets may be at the beginning of a multi-year run

Episode 178

Improving fundys, metals among reasons for EM optimism

David Hauner argues that Emerging Markets (EM) remain a compelling opportunity, supported by f…

2 months, 2 weeks ago

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Cyclical rebound triggers rotation and rate risk; productivity placates

Episode 177

Cyclicals vs. Tech: Positioning for broadening growth

Mark Cabana and Savita Subramanian discuss whether there's evidence of a cyclical upswing in ec…

2 months, 2 weeks ago

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The potential new Fed chair

Episode 176

Please join Ralf Preusser in discussion with Aditya Bhave and Mark Cabana to discuss the nomination of Kevin Warsh for Fed chair. We will analyse the…

2 months, 3 weeks ago

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FX, intervention risks and technicals

Episode 175

Please join Ralf Preusser in discussion with Paul Ciana, Alex Cohen and Adarsh Sinha. The team will address the rate checks in USDJPY and its impact …

2 months, 4 weeks ago

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