Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth

Dr. Claudio Borio & Joseph Wang on Fiscal Dom...

Up next

Finding The Next Perfect Trade | Alex Gurevich

In this episode, former Managing Director of global macro trading at JPMorgan and bestselling author Alex Gurevich joins the show to discuss his updated book The Next Perfect Trade, unpacking what actually makes a good trade across regimes. We also cover how to express trades, pr ...  Show more

The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup

This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan’s experience signals for the U.S. We also explore extreme metals positioning, dispersion across assets, and what uncertainty around the new Fed Chair m ...  Show more

Recommended Episodes

Hyun Song Shin on the New Financial Stability Risks
Odd Lots

At Jackson Hole, the Kansas City Fed's annual gathering for economists and central bankers, there's a lot of focus on the short-term path of monetary policy. But, of course, the Economic Symposium is supposed to be about long-term policy frameworks. And central bankers aren't ...

  Show more

Inflation risks: 'too much complacency'?
In the market for more

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.

Lacalle s ...

  Show more

Get Ready for More (Shadow and Traditional) Bank Failures
Real Vision: Finance & Investing

The producer price index was up 11.3% year over year in June, the seventh consecutive double-digit gain, and accelerated to 1.1% from 0.9% in May on a month-over-month basis, as inflationary pressure continues to build. JPMorgan Chase & Co., the biggest bank in the U.S. by market ...  Show more

The Price of Money - 700 Years of Falling, Can Interest Rates Keep Rising?
Money For the Rest of Us

Interest rates have been sliding for seven centuries. Dive into the historical forces driving this trend and examine whether the recent interest rate spike is just a blip on the radar.

Topics covered include:

<ul><li>How the supply of savings and the demand to borrow ...  Show more