Eric Basmajian, founder and editor at EPB Macro Research, joins Lyn Alden of Lyn Alden Investment Strategy to break down his near-term outlook on the global economy as well his longer-term framework for macro investing. Basmajian notes that the growth rate in industrial output, the pick-up in demand for commodities, and a steepening yield curve indicate a gr ... Show More
Feb 24
Do Markets care about Trump’s Tariffs?
Andreas Steno Larsen, founder and CEO of Steno Research, is back with co-host Mikkel Rosenvold to break down the biggest forces driving markets right now, from escalating tensions between Iran and the United States to Donald Trump’s global tariff agenda. They also dive into the l ... Show More
31m 43s
Feb 24
Crypto Price Action After Trump Tariff Ruling
This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Spencer Gordon-Sand, founder of Orange Cap Capital and head of Moonbirds. Together, they break down the latest GDP print, crypto’s price action across majors and alts, and th ... Show More
59m 7s
Feb 2023
DWS' Staples on Yield Curve: Macro Matters
Interest rates could remain higher than the previous few cycles, with an upward sloping yield curve by the end of 2024, Gregory Staples, DWS Investment Management’s head of fixed income in North America, says on this episode of Bloomberg Intelligence’s FICC Focus Podcast.
In thi ... Show More
26m 37s
Aug 2023
Banner Inflation, Banking Braves Out
<p>The Inside Economics team dissects the July report on consumer price inflation and concludes that inflation is on track to be back to the Fed’s inflation target by this time next year. Well, OK, Cris thought more likely the end of next year. The discussion then turned to modes ... Show More
1h 30m
Dec 2022
Where Things Stand Now With Inflation and the Fed
Last week was a big one. On Tuesday, we got a CPI report that came in substantially cooler than expected. Then on Wednesday, the Fed hiked 50 basis points, which was a step down from the series of 75 basis point hikes that we had been getting at recent meetings. So where do thing ... Show More
49m 37s
<p>This year is validating our call for a shorter but hotter economic cycle. As the indicators begin to point to a late-cycle environment, here’s how investors can navigate the change.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm M ... Show More
<p>While banking conditions seem to have stabilized for now, tighter credit conditions could still hit U.S. economic growth.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Ellen Zentner, Morgan Stanley's Chief U.S. Economist. Along ... Show More
<p>As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the ... Show More
