The Fed and Inflation: Making Progress

The Fed and Inflation: Making Progress

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The Appeal of Securitized Credit in Today’s Market

The flexibility of securitized credit to tap into a wide range of portfolio types is especially appealing right now when corporate credit spreads are tight. Listen as Liza Crawford, TCW’s co-head of global securitized, discusses compelling securitized opportunities and the import ...  Afficher plus

The U.S.-Latin America-China Relationship and Implications for Emerging Markets Debt

The relationship between the U.S., Latin America, and China is complex and evolving, creating significant implications for emerging markets debt. Listen to this special edition of the TCW Investment Perspectives podcast as our emerging markets experts discuss trade, politics, ...

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Épisodes Recommandés

The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market
Forward Guidance

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Michael Howell of Crossborder Capital and George Robertson of The Monetary Fronteir hav ...  Afficher plus

Rates Go Down, Market Goes Up
Motley Fool Money

Low rates are great for stocks, as long as we’re looking at a soft landing. (00:21) Ron Gross and Asit Sharma discuss: - The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say about cuts this dramatic. - Nike’s CEO swap, what went wrong for John Donahoe an ...  Afficher plus

Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market
Forward Guidance

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. -- This interview with George Robertson and Mel Mattison explores why deficit spending will send stocks and risky assets higher. We also discuss the ...  Afficher plus

Fed Cuts Rates For First Time This Year & Winners and Losers of a TikTok Deal
Prof G Markets

Ed breaks down the Fed’s interest rate decision with Robert Armstrong, U.S. financial commentator for the Financial Times. They dig into why the Fed cut rates yesterday and what that move means for the rest of the year. Then Ed and Scott discuss the details of the deal to keep Ti ...  Afficher plus