Unpacking January’s FOMC Meeting With BE’s Wong: Macro Matters

Unpacking January’s FOMC Meeting With BE’s Wo...

Up next

All Options Considered: AI FOMO, Yen, Making Sense of Volatility

In this edition of All Options Considered, BI’s Chief Global Derivatives Strategist Tanvir Sandhu discusses cross-asset volatility, including how markets were largely driven by the same oil-related macro shock, with equities marked by sharp rallies and slower pullbacks. He also c ...  Show more

Macro Matters: BlackRock’s Brownback on Global FI Opportunities

A changing Federal Reserve, tight credit spreads and renewed opportunities in securitized markets are reshaping the fixed-income outlook. Russ Brownback, BlackRock’s deputy CIO of global fixed income and manager of the Strategic Income Opportunities Fund, joins Ira Jersey, Bloomb ...  Show more

Recommended Episodes

Top of Mind: Reflation Risk
Exchanges

With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy could be headed for overheati ...  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 says there is ...  Show more

The Fed: Learning From the Last Hiking Cycle
Thoughts on the Market

As the Fed kicks off a new rate hiking cycle, investors are looking back at the previous hiking cycle to ease their concerns today. Head of Public Policy Research and Municipal Strategy Michael Zezas and Global Head of Macro Strategy Matthew Hornbach discuss.


...

  Show more

Top of the Morning: CIO Strategy Snapshot - Speed bumps
UBS On-Air: Market Moves

With the next FOMC meeting a day away, Jason Draho speaks to how the Fed might interpret recent economic data, and how the data may influence the Fed’s policy decision making. We also discuss an investment outlook, and positioning recommendations. Featured is Jason Draho, Head of ...  Show more