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

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

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.

Where are we heading with Fed and ECB rate hikes? What are their policy considerations? In this episode, we talked to Dr. Peter Westaway, a former chief economist at Vanguard Europe and the author of European Market Narratives, a monthly research series on macroeconomics. 

Host: Sofie Rud

Guest: Dr. Peter Westaway

Publisher: Hedder

Egypt is in a financial crisis. What are the risks and opportunities? We talk to Yury Zusman, an emerging markets strategist for hedge funds and author of EM Dynamics, a monthly research series on investment strategy, for his insights on Egypt's probability of default and how such risk is being priced into the government's Eurobonds.

Host: Sofie Rud

Guest: Yury Zusman

Publisher: Hedder