The risk of inflation re-accelerating is really in the last three months of 2024, says Anna Wong, chief US economist at Bloomberg Economics. In this episode of the Macro Matters podcast, Wong joins host and Chief US Interest Rate Strategist Ira Jersey to discuss details of the January FOMC meeting, including implications for the path of monetary policy and a ... Show More
Yesterday
Credit Crunch: AGL’s Comer on CLOs, Active Management and Growth
“We traditionally have turned over about 60% of the portfolio per year,” says AGL Credit Management’s Chief Operating Officer Wynne Comer, discussing the company’s approach to managing collateralized loan obligations. “That’s 30% through prepayments, 30% through active management ... Show More
59m 58s
Mar 13
EM Lens: War-Induced Oil Shocks Aren’t Kind to EM Economies
Emerging market governments are implementing extraordinary measures to mitigate the impact of rising energy prices, as the war-induced oil shock stirs stagflation pressures and pushes most asset classes lower. Gustavo Medeiros, head of EM research at Ashmore Group, joins Damian S ... Show More
28m 49s
Mar 12
Macro Matters: Yield-Curve Scenarios with BNY’s Granet
The yield curve may continue its steepening trend, with recent flattening just a cyclical retracement, Jason Granet, CIO of BNY says on this Macro Matter’s episode of the FICC Focus podcast series. Granet joins co-hosts Ira Jersey and Will Hoffman of the Bloomberg Intelligence US ... Show More
21m 9s
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
Mar 2024
Top of the Morning: CIO Strategy Snapshot - Speed bumps
With the next FOMC meeting a day away, Jason Draho speaks to how the Fed might interpret recent economic data, and how the data may influence the Fed’s policy decision making. We also discuss an investment outlook, and positioning recommendations. Featured is Jason Draho, Head of ... Show More
15m 46s