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With the Fed signaling meaningful changes to their policy stance, what will be the cascading effects across US rates, equities, and global FX markets in what promises to be a pivotal period for investors? In this episode, we discuss the interconnected challenges of monetary polic ... Show More

The US government shutdown is the latest in a long list of developments in 2025 that has injected heightened uncertainty into macro and markets. There are some known unknowns about how this will impact the economic data but there are also lots of unknown unknowns. In this episode ... Show More

We delve in the key macro themes driving monetary policy decisions and discuss when/if policy easing cycles will re-start, how fast they could proceed, and how low terminal rates might go. As the outlook for global central bank policies continues to evolve, particularly the Fed, ... Show More

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Federal Reserve officials left interest rates unchanged and continued to pencil in two rate cuts in 2025, saying uncertainty over the economic outlook was still high but had diminished. The Federal Open Market C ... Show More

Markets are off to a strong start this week, which will be a critical one with a 'triple-header' of major central bank decisions. The US Federal Reserve, the Bank of England, and the Bank of Japan are all scheduled to announce their latest monetary policy moves. Recent economic d ... Show More

Markets have stayed calm so far this week, but central banks and geopolitics were anything but. Anthony and Piers break down the Fed’s muted meeting, the revised growth and inflation forecasts, and the hidden signals in the dot plot. Over in the UK, a dovish shift at the Bank of ... Show More

What happens when economic friction between two global partners sparks deeper strategic questions? In this episode of The Morning Brief, host Anirban Chowdhury talks to Agneshwar Sen, trade policy leader, EY India, to unpack the implications of recent US tariff on India and threa ... Show More

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg International Economics and Policy Correspondent Michael McKee and Bloomberg News Chief Correspondent for Global Macro Markets Liz McCormick discuss why Fed Chair Jerome Powell faces a tricky task thi ... Show More

<p>While tariffs continue to dominate headlines, our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests investors should also focus on the sectoral impacts of additional U.S. policy choices.</p><p><br></p><p>----- Transcript -----</p><p><br></p ... Show More

<p>Japanese PM Ishiba’s gamble to call a snap election backfired yesterday, as Japan’s ruling party lost its majority in a general election amid political scandals and soaring inflation. The Japanese yen is plunging and stocks are surging on the news. As investors turn their atte ... Show More

US tariffs have sent financial markets into a frenzy in recent weeks, but how much should central bankers be taking trade into account when setting monetary policy? To find out, Soumaya Keynes sits down with Bank of England Monetary Policy Committee member Swati Dhingra – one of ... Show More

There's a pretty widespread recognition that the EU is facing a bunch of economic challenges right now. Growth has been slowing and, as in many places, there's been post-pandemic inflation. But there are other issues too, including a sense that Europe is falling behind when it co ... Show More

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. This interview was recorded on Friday, August 2, during Friday's sell-off but before the vicious sell-off on Monday. he did talk about the potentia ... Show More