On Wednesday of next week, the Federal Reserve will almost certainly embark on its long-anticipated easing cycle. However, whether the first cut in the federal funds rate is 25 or 50 basis points is still very much in doubt. This is a crucial question for the economy and financial markets since a 50 basis point cut might well do more harm than good if busine ... Show More
Sep 14
The Fed Paints itself into a Rate-Hiking Corner
In the Broadway musical, Fiddler on the Roof, Tevye, the well-meaning patriarch of a poor family, has to make some tough choices in a complicated time. Tevye, (who always reminded me of my father-in-law, Bill), has trouble deciding and three times during the play the music comes ... Show More
10m 46s
Mar 2022
Could the Fed Make a Big Misstep? And Trouble Under the Surface for Commodity Houses?
We’re counting down to the “most important” Fed meeting this month. But with Chair Jerome Powell forced to toe a delicate line between being too aggressive and not aggressive enough, could the central bank make its biggest misstep ever? Plus, commodity prices may be soaring, but ... Show More
44 m
Feb 2024
How soft would a soft landing be?
The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & C ... Show More
18m 26s
<p>With the Federal Reserve poised to make its long-awaited rate cut this week, our CIO and Chief US Equity Strategist tells us why investors have pivoted their concerns from high inflation to slowing growth. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome ... Show More
