Run It Hot Hot Hot

Alf and Brent focus on the sharp sell-off in AI related stocks, and investigate whether it is likely to have repercussions for rates and currencies or it is rather technical in nature. 

Alf and Brent discuss how developments in credit markets are rattling investors from France to the state of the AI credit cycle. The duo covers the implications for equities, currencies and fixed income. 

At Jackson Hole, Fed Chairman Jerome Powell gave a clear signal that the rate cut cycle is likely to start in September. But of course that just opens more questions. Will it be a 25bps cut? Will it be 50? Could it be two 50s in a row? When does it stop? On today's episode, we ...

In this episode, IBKR’s own Chief Market Strategist Steve Sosnick breaks down Jerome Powell’s latest Jackson Hole speech and what it could mean for September rate cuts, inflation targets, and market psychology.

Join Moe & Javaid as they discuss the markets and their reaction to the Fed lowering rates. Will markets hold up? Will there be more cuts? If so, how much? Also, Moe and Javaid react to listener commentary.