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What’s In Play

What’s In Play

De : Hedder
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 Your go-to podcast for a better understanding of what is going on in the investment world and the trends that are in play. Our host Sofie Rud talks to experts for their insights across different sectors and asset classes.Copyright 2023 All rights reserved. Economie Finances privées
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    Épisodes
    • Why is the Fed Hawkish on Interest Rates, and What’s Next for Yen Carry Trade?

      Why is the Fed Hawkish on Interest Rates, and What’s Next for Yen Carry Trade?
      Aug 10 2023

      In this episode, we talked to Clive Ponsonby, a former forex trader at JPMorgan and author of Currency View, for his take on:

      • the market expectation of rate decisions by the Fed, ECB and BOJ, and forex opportunities looking forward
      • why Fed might lean hawkish and ECB might lean dovish
      • the likelihood of CPI undershooting versus overshooting
      • Yen carry trades as an bullish indicator
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      14 min
    • Global Macro Trading: What’s Next for Yield Curve, Equities, Real Estate & High Yield?

      Global Macro Trading: What’s Next for Yield Curve, Equities, Real Estate & High Yield?
      Aug 10 2023

      In this episode, we invited Bruce Liegel, a former hedge fund manager and author of Global Macro Playbook, to share his analysis on:

      • the risk that the rate cycle will drag out
      • whether yield curve will steepen further
      • policy stance across Fed, PBOC and BOJ
      • how the market is pricing high yield and commercial real estate
      • why dollar is an interesting play for the rest of the year
      • short term vs long term outlook of commodities
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      12 min
    • Global Macro Trading: What’s Next for Interest rates, USD, Gold and Natural gas

      Global Macro Trading: What’s Next for Interest rates, USD, Gold and Natural gas
      Aug 10 2023

      What's next for interest rates, USD, gold and natural gas? We spoke to Bruce Liegel, a former hedge fund manager and author of Global Macro Playbook, for a deep dive.
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      21 min
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