Yahoo Finance
Bloomberg Markets
Market and policymaker discourse over the next move for the Fed is split: One camp believes the central bank needs to assert its commitment to price stability by hiking in September, particularly to recover some of Chairman Kevin Warsh’s inflation-fighting credibility.
Another thinks that price gains are on the way down and the Fed is correct to stay its current course.
Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses the shift toward higher nominal gro
Yahoo Finance
Yahoo Finance
Bloomberg Markets
Jennifer McKeown, Chief Global Economist at Capital Economics, discussed the implications of the recent US labor market report on Federal Reserve interest rate expectations. The report showed a decline in payrolls alongside a drop in the unemployment rate, presenting a mixed picture. Wage growth at 3.2% was softer than expected, which may reduce the likelihood of an imminent rate hike in September. McKeown emphasized that the upcoming July CPI data and the next payroll report before the Septembe
Bloomberg Markets
A rally in oil prices left stocks wavering while bond yields rose, with trader anxiety building just days ahead of key inflation reports.
Aaron Kennon, Co-Founder & CEO of Clear Harbor Asset Management, discusses his view on the markets and takeaways from this earnings season. (Source: Bloomberg)
Yahoo Finance
Bloomberg Markets
Tanja Wrosch, head of cap bond portfolio management at Twelve Capital, joined to discuss the recent surge in catastrophe bond sales. The segment highlighted how wildfires have significantly contributed to record issuance levels in the catastrophe bond market. Wrosch provided insights into the dynamics driving investor interest and the implications for risk management in the insurance-linked securities sector. (Source: Bloomberg)