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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ET@Davos: Demis Hassabis on China, Apple and AGI

In this episode of ET@Davos, ET’s Sruthijith KK speaks to Demis Hassabis, CEO of Google DeepMind and Nobel Laureate 2024, on the future of AI. The chess prodigy-turned scientist-turned-AI pioneer explains how DeepMind balances frontier research with a billion-user scale. Hassabis ...  Show more

ET@Davos: Andrew Ng on Why Millions Are Already Unhireable

In this episode, ET's Executive Editor Sruthijith KK sits down with AI pioneer Andrew Ng, Founder of DeepLearning.AI, for a critical conversation on India's tech future. Ng delivers a stark warning: the nation's massive IT services industry faces existential disruption. While dis ...  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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Co-founder Piers Curran returns to the Friday show to discuss:


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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