Mark, Cris, and Marisa discuss the yield curve and give their latest recession odds. They also welcome back colleagues, Gaurav Ganguly, Chris Lafakis, and Bernard Yaros of Moody's Analytics, to examine the challenges of climate change and the impact on the U.S. economy.
Nov 2021
From Hurricane Katrina to COP26: How to be a stubborn optimist in the face of the climate crisis
Over the past two weeks, world leaders and delegates from nearly every country have gathered in Glasgow, Scotland, for COP26. This annual summit on climate change will attempt to update the 2015 Paris agreement with accelerated action, higher targets and more ambitious cuts to ca ... Show More
32m 35s
Jul 2023
Liquidity Matters: Katie Martin, Financial Times
A regional banks crisis. A recession that always seems just around the corner. And inflation figures that refuse to budge. It’s no wonder that many investors and allocators are stepping back from taking major macro positions, keeping their powder dry, or only making highly select ... Show More
29m 37s
Aug 2023
Ricardo Reis on the Macroeconomics of Financial Crises and the Recent Inflation Surge
<p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;">Ricardo Reis is a professor of economics at the London School of Economics and is the co-author of a new book titled, *A Crash Course on Crises: Macroeconomic Concepts for Run-ups, Collapses, and Recoveries.* ... Show More
1h 1m
May 2018
Models Don't Work in Crisis, says Spence.
Michael Spence, Nobel Laureate & NYU Professor of Economics & Business, says models don't work in crisis, but experience does. David Riley, Bluebay Asset Management Chief Investment Strategist, says the resurgence in the U.S. dollar is the pain trade for markets. Jane Foley, Rabo ... Show More
34m 57s