64 min listen
To Go Too Far or Not Far Enough
To Go Too Far or Not Far Enough
ratings:
Length:
33 minutes
Released:
Oct 22, 2022
Format:
Podcast episode
Description
The market is all set for a 75-basis-point rate-hike in November, though San Francisco Federal Reserve President Mary Daly stoked an equity rally on Friday when she said the central bank should try to avoid an “unforced downturn” by over-tightening. The U.S. dollar softened against major currency pairs, including the Japanese yen in spectacular fashion, and Treasury yields also declined. Saudi Arabia and China are forging new ties over crude oil, as the geopolitical-macroeconomic landscape continues to shift. Ash Bennington welcomes Warren Pies, the founder of 3Fourteen Research, to talk about what the Fed will look at as it determines policy from here, the key factors driving inflation right now, and the state of the global energy market. We also hear from Victor Shih about China’s priorities for the next five years and its changing position in the global economy. Be sure to tune in on Monday, October 24th to watch the conversation between Victor Shih and Maggie Lake.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Oct 22, 2022
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 12 - Bass and Burbank, A Masterclass: Learn from hedge fund legends as Kyle Bass interviews John Burbank III to reveal insights and ideas that differentiate truly independent market thinkers from amateur speculators. In 'Things I Got Wrong', John Netto, the Protean Trader and Author of... by Real Vision Daily Briefing: Finance & Investing