US, UK, EUR Rates Markets: Macro Matters

US, UK, EUR Rates Markets: Macro Matters

Suivant

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 ...  Afficher plus

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 ...  Afficher plus

Épisodes Recommandés

IBKR's Sosnick: Inflation is here until something breaks
Money Life with Chuck Jaffe

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 ...  Afficher plus

Matthew Hornbach: The Impact of Policy on Bond Markets
Thoughts on the Market

As the U.S. Federal Reserve keeps rates elevated, investors are selling off bonds in anticipation of new issues with higher yields, triggering a historic rout in the world's biggest bond markets.


----- Transcript -----

Welcome to Thoughts on the Market. ...

  Afficher plus

Andrew Sheets: The Fed Shuffles Toward the Exit
Thoughts on the Market

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 Cros ...

  Afficher plus

It’s as Simple as Supply vs. Demand
Real Vision: Finance & Investing

All three major U.S. equity indexes were up more than 1% through midday Tuesday, as energy stocks hit a 52-week high relative to crude oil futures. That’s a data point Maggie Lake is sure to raise with Tony Greer, the founder of TG Macro, during today’s Daily Briefing, with repor ...  Afficher plus