Today’s interview is a very special one. Dr. Claudio Borio, renowned economist and Head of the Monetary and Economic Department at the Bank For International Settlements (BIS), joins Joseph Wang of Fedguy.com and Jack Farley for a wide-ranging discussion on the nature of financial instability and the interplay of monetary policy and fiscal policy. Borio shar ... Show More
Yesterday
Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup
In this episode, we explore the fog of war in markets, where geopolitics and volatility scramble investors’ assumptions. Quinn and Felix break down the macro landscape, analyzing war narratives, energy shocks, and shifting expectations for growth, jobs, and Fed policy. We debate ... Show More
56m 6s
Mar 11
The Global Economy Is Splitting Into Spheres | Eric Wallerstein
Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balance sheet strategy, and the futu ... Show More
58m 49s
Mar 6
Is The Iran Energy Shock About To Break Markets? | Weekly Roundup
This week, we explore how the Iran escalation is stress-testing a fragile, late-cycle financial system already stretched by years of easy liquidity. We examine oil volatility, energy chokepoints, bonds failing as safe havens, and the growing risk that geopolitics could trigger a ... Show More
1h 5m
Aug 2023
Hyun Song Shin on the New Financial Stability Risks
<p>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 ... Show More
41m 19s
May 2021
Inflation risks: 'too much complacency'?
<p>In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead. </p>
<p>Lacalle s ... Show More
18m 56s
Jul 2022
Get Ready for More (Shadow and Traditional) Bank Failures
The producer price index was up 11.3% year over year in June, the seventh consecutive double-digit gain, and accelerated to 1.1% from 0.9% in May on a month-over-month basis, as inflationary pressure continues to build. JPMorgan Chase & Co., the biggest bank in the U.S. by market ... Show More
39m 22s
Apr 2019
Surveillance: I Don't Think Inflation Is Dead, Hatzius Says
Jose Rasco, HSBC Chief Investment Strategist at HSBC Private Bank Americas, expects the Fed to remain on hold this year. Jan Hatzius, Goldman Sachs Chief Economist & Head of Global Economics and Markets Research, doesn't think inflation is dead. Dan Tannebaum, PwC United States P ... Show More
18m 25s
Sep 2023
Central banks made bonds sell off
<p>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 ... Show More
17m 11s