logo
episode-header-image
Jan 2024
13m 22s

The First Fed Meeting of 2024

Interactive Brokers Podcast
About this episode

Join Andrew Wilkinson in an insightful conversation with Rareview Capital's Chief Investment Officer, Neil Azous, as they dissect the market dynamics ahead of the January FOMC meeting. Neil shares his views on the Fed's potential rate cuts, the delicate balance of the US economy, and why investors should consider both stocks and bonds in anticipation of policy shifts in 2024.

Up next
Yesterday
Bulls, Bear or Ballplayers?
From Wall Street to the stadium, sports franchises have been outperforming the stock market and drawing investor attention. In this episode, NASDAQ’s Michael Normyle joins IBKR’s Jeff Praissman to break down whether owning a team could be the next big play for your portfolio. 
11m 55s
Yesterday
Can Cuts Revive the Economy?
As markets brace for possible Fed rate cuts following Jerome Powell’s Jackson Hole speech, investors are weighing whether easing can jumpstart struggling sectors like housing and manufacturing. Interactive Brokers' Senior Economist Jose Torres breaks down inflation trends, consum ... Show More
10m 38s
Aug 25
Powell to the People?
In this episode, IBKR’s own Chief Market Strategist Steve Sosnick breaks down Jerome Powell’s latest Jackson Hole speech and what it could mean for September rate cuts, inflation targets, and market psychology. 
13m 15s
Recommended Episodes
Aug 2023
Bloomberg Wall Street Week - August 4th, 2023
On this special edition of Wall Street Week, Bloomberg's David Westin spoke with key players in economic policy and business as they gathered in Colorado for the 2023 Aspen Economic Strategy Group Conference. Cecilia Rouse, Former Council of Economic Advisers Chair tells us why a ... Show More
34m 30s
Oct 2023
BONUS: Fed Chair Jerome Powell Talks Fed Rates Outlook
Speaking at the Economic Club of New York, Federal Reserve chair Jerome Powell suggested the Fed could hold interest rates steady again at its next meeting. But, he warned a future hike isn't out of the question. Powell sat down for an exclusive conversation with Bloomberg Wall S ... Show More
37m 52s
Jun 2022
MM070: Biggest Fed rate hike since 1994. But are they making a mistake?
Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022 We discuss the market fallout in the ... Show More
37m 7s
Aug 2023
IBKR's Sosnick: Inflation is here until something breaks
Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ... Show More
1 h
Jan 2023
Mike Wilson: Challenging the Consensus on 2023
As 2023 begins, most market participants agree the first half of the year could be challenging. But when we dig into the details, that's where the agreement ends. ----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equ ... Show More
4m 18s
Feb 2023
CNBC Special Report: Taking Stock 2/16/23
CNBC’s Brian Sullivan reports on the Fed and your money. U.S. stock futures slipped after the major averages suffered declines amid concerns of stubbornly high inflation metrics. St. Louis Federal Reserve President James Bullard said he backed a 50 basis point interest rate hike ... Show More
36m 31s
May 2024
How high is too high?! | MarketTalk: What’s up today? | Swissquote
Equity bulls around the globe celebrated in style the softer-than-expected US CPI data last week. The global equity rally was further juiced by the expectation that a softer inflation in the US would not only allow the Federal Reserve (Fed) to start cutting the rates this year, b ... Show More
10m 31s
Sep 2021
Andrew Sheets: The Fed Shuffles Toward the Exit
This week, the Fed hinted that a taper announcement in November could be in store, adding one more wrinkle into events that investors will need to navigate this fall. ----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morg ... Show More
3m 18s