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Global Macro: Intervention & Inflation
Episode 712
Amidst increased volatility across credit, equity and FX markets, many investors this week are wondering, what is the path ahead for Fed intervention…
3 years, 8 months ago
Jonathan Garner: An Unusual Cycle for Asia and EM Equities
Episode 711
Asia and EM equities are on the verge of the longest bear market in their history, so what is the likelihood that a sharp fall in prices follows soon…
3 years, 8 months ago
Ellen Zentner: The Narrowing Path for a Soft Landing
Episode 710
As the Fed continues to increase their peak rate of interest, the path for a soft landing narrows, so what deflationary indicators need to show up in…
3 years, 8 months ago
Martijn Rats: Will Oil Prices Continue to Fall?
Episode 709
While the global oil market has seen a decrease in demand, supply issues are still prevalent, leaving investors to question where oil prices are head…
3 years, 8 months ago
Mike Wilson: A Sudden Drop for Stocks and Bonds
Episode 708
After last week’s Fed meeting and another rate hike, both stocks and bonds dropped back to June lows. The question is, will this turn to the downside…
3 years, 8 months ago
U.S. Economy: The Fed Continues to Fight Inflation
Episode 707
After another Fed meeting and another historically high rate hike, it’s clear that the Fed is committed to fighting inflation, but how and when will …
3 years, 8 months ago
Thematic Investing: Moonshots
Episode 706
With high returns in mind, investors may be looking to get in on the ground floor with the next ambitious and disruptive technology, but how are thes…
3 years, 8 months ago
Michael Zezas: Why Isn’t Fed Hiking Impacting Inflation?
Episode 705
Though the Fed continues to raise interest rates, inflation is still high year over year, so why haven’t rate hikes begun to bring inflation down yet…
3 years, 8 months ago
Robin Xing: Can China’s Economy Stabilize Global Growth?
Episode 704
As the global economic outlook turns toward a slowdown in growth, some investors may look to China for stability, but, when they do, what will they f…
3 years, 8 months ago
Seth Carpenter: Tracking the Coming Slowdown
Episode 703
From Europe, to China, to the U.S., global economies are facing unique challenges as the brewing storm of recession risks seem to still indicate a sl…
3 years, 8 months ago