No fewer than 11 global central bankers are jostling for attention from the world’s media today. The message from all this central bank babble is likely to be confusion. We are close to monetary policy turning points, in the middle of structural upheaval, with data which is less reliable. In such circumstances, there is a risk that gut instinct and pre-conce ... Show More
Yesterday
Talking Markets Podcast with Jan van Eck of VanEck
Jan van Eck is the Chief Executive Officer of VanEck. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy and artificial intelligence to economic activi ... Show More
13m 5s
Yesterday
UBS On-Air: Paul Donovan Daily Audio 'Inflation (data) is coming'
The US government has announced that, regardless of the government shutdown, the September consumer price inflation data will be coming out (probably late). This is legally required, to enable the cost of living calculation that raises social security payments—huge swathes of US ... Show More
2m 41s
Oct 9
Top of the Morning: US Financials - Sector update & outlook
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst ... Show More
9m 10s
Mar 2023
The Huge Significance of Small Banks
Torsten Slok had been firmly in the “no landing” camp of economists. More positive than a “soft landing,” its adherents say the Federal Reserve will tame inflation without triggering a recession at all. But for Slok, chief economist of Apollo Global Management, that all changed w ... Show More
39m 43s
Aug 2023
Hyun Song Shin on the New Financial Stability Risks
At Jackson Hole, the Kansas City Fed's annual gathering for economists and central bankers, there's a lot of focus on the short-term path of monetary policy. But, of course, the Economic Symposium is supposed to be about long-term policy frameworks. And central bankers aren't jus ... Show More
41m 19s
Sep 2021
Making monetary policy fit for today and beyond: the ECB strategy review
Our inflation objective and how price changes are measured, employment, climate change… These are just some of the topics we’ve looked at during our strategy review, the outcome of which we revealed in July.
In this episode of The ECB Podcast, our host Katie Ranger discusses the ... Show More
21m 33s
Jun 2022
Andrew Sheets: Balance Sheets Take a Back Seat
With so much going on in markets, some moves that may have been hot topics against a less chaotic backdrop, such as policy shifts towards shrinking central bank balance sheets, are hitting the back burner.
-----Transcript-----
Welcome to Thoughts on the Market. I'm Andrew Sheets, ... Show More
3m 9s
Sep 2023
Central banks made bonds sell off
This week, one central bank after another made it clear that interest rates need to stay higher for longer. As a result, government bond yields rose sharply, the US dollar strengthened and equities sold off. Only the Bank of Japan remains on a different wavelength, keeping its mo ... Show More
17m 11s
Jun 2024
E&CB – Elections & Central Banks
In this week’s CIO Weekly Investment Outlook podcast, the Private Bank’s Chief Investment Officer in APAC, Stefanie Holtze-Jen, discusses softer U.S. GDP data, EU inflation and central bank signals in the U.S., EU, Japan, India and China.In the U.S., nonfarm payroll data will be ... Show More
13m 16s