Outlook 2024 with JPMorgan: Will Cuts be the Catalysts for Macros and Markets?

Outlook 2024 with JPMorgan: Will Cuts be the ...

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Corner Office Conversation with Dilip Shanghvi, Chairman of Sun Pharma and Glenn Saldanha, Managing Director at Glenmark Pharma

In a candid, unscripted exchange, India’s pharma titans peeled back the mythology of overnight success to reveal a harder truth: conviction compounded over decades. What began as two products and a bet on neglected therapy areas evolved into a multibillion-dollar enterprise ridin ...  Show more

India AI Impact Summit: Mistral AI's Arthur Mensch on Decentralizing AI Power

Artificial intelligence is concentrating power, profits and infrastructure in the hands of a few. Mistral AI's co-founder and CEO Arthur Mensch stands for dismantling it. In this episode Mensch talks to ET’s tech editor Surabhi Agarwal about why excessive US dominance in AI creat ...  Show more

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Central banks pushing back on rate cut expectations
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The market’s positioning for aggressive cuts in the US and Europe is being tested this week by several central bank officials. All of this is pushing US and European bond yields higher and continuing to weigh on equity markets. In Asia, a stock selloff deepened after fresh dat ...

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MM119: When 'good' news is 'bad' news for markets & Are OPEC+ fighting a losing battle?
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Co-founder Piers Curran returns to the Friday show to discuss:


<ul><li>US interest rate expectations - Has the market gone too far, what does an inverted yield curve imply, and why a resilient economy is actually bad news for markets!</li></ul>


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MM070: Biggest Fed rate hike since 1994. But are they making a mistake?
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Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022


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Will the Fed Rain on the Stock Markets' Parade? (1/25/24)
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(1/25/24) The first estimate of Fourth Quarter GDP is released today: It's only a guess, but expected to be slightly above 2%, which would be the slowest rate of growth since 2023, and coming off Q3 growth of 4.9% (NOTE: The actual number, released after this show aired, is 3.3%, ...  Show more