Letter From America: the US Economic Out...

Love from Jim x 

A look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight. 

And Australia may be out of the cricket (just enjoying typing that) but its inflation numbers sent bond markets lower yesterday. 

After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023? 

<p>The Federal Reserve stands at a crossroads, poised to make its most consequential decision in years. Will rate cuts deliver the economic jolt everyone's hoping for, or are we in for a bumpier ride? Join TCW's David Vick as he sits down with Global Rates experts Jamie Patton an ... Show More

Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), we talk about what this current climate means in the long term for beginner and seasoned investors alike. Custom music by Davis Jone ... Show More

The government reports weaker-than-expected economic growth. The debt ceiling drama continues.  Amazon, Starbucks, and Whole Foods serve up big earnings. And Dunkin' Brands serves up a hot IPO.  Our analysts discuss those stories and share some stocks on their radar. Plus, we tal ... Show More

Felix and Mihir discuss the turmoil in financial markets and how best to respond as an investor or a corporate executive. Is it time to panic? What is the longer-term outlook for the economy? Will the Federal Reserve be able to tame inflation without causing a recession? They als ... Show More

As nations continue to respond to crises by taking on more debt, are we kicking the can down the road on global debt sustainability? In the second episode of Investment Ideas, Debt, Douglas Isles sits down with Simon Warner, Head of Portfolio Management at Aware Super, to explore ... Show More

<p>On today’s show we’re going to look at what’s happening in monetary policy and how that will affect the stock market in the coming weeks and months, and how this could affect investment psychology and some of the factors that could even trigger a recession.</p> <p>------------ ... Show More