Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market

Growth Scare Hits U.S. Economy | Barry Knapp ...

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A New Era Is Beginning In Markets | Weekly Roundup

A new era at the Federal Reserve may be reshaping how markets think about rates, volatility, and the role of central banks. But is the market interpreting Kevin Warsh's first moves correctly? This week, we break down Warsh's first FOMC meeting, the end of traditional forward guid ...  عرض المزيد

The Warsh Fed Will Look Nothing Like Before | Joseph Wang

A new Fed chair has arrived, and the implications could be far bigger than a single rate decision. Joseph Wang, former Fed trader and creator of Fed Guy, joins Forward Guidance immediately after Kevin Warsh’s first FOMC meeting to unpack what may be the beginning of a fundamental ...  عرض المزيد

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It’s Not Just Inflation, The Fed’s Lost Control | Round Up
Supply Shock

The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ...  عرض المزيد

Recession, Soft Landing or Higher For Longer? | Kevin Flanagan
The Macro Trading Floor

On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome Kevin Flanagan Head of Fixed Income Strategy at WisdomTree for a discussion on everything happening in global bond markets. Since 2022, the consensus has flip flopped from recession, to soft landing as ma ...  عرض المزيد

Bank profits in a recession
The Story of Money

The market volatility of the past few months has been a boon for the trading divisions of many Wall Street banks, including Morgan Stanley. Laura Noonan, the FT’s US banking editor, explains how success in trading, and a focus on wealth management has positioned Morgan Stanley ...

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Mortgage Bonds Blow Up; Banks Feel Regulatory Heat
The Credit Edge by Bloomberg Intelligence

The $8 trillion mortgage-bond market plunged to levels rarely seen since the global financial crisis as Treasury yields surged. To analyze why and what’s next, we’re joined by Christopher Maloney, mortgage strategist at BOK Financial Capital Markets, and Bloomberg News reporte ...

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