Bergos AG’s Post

Check out our latest episode of the Markets Policy Macrocast: US Dollar Dominance: Durable or Doubtful? A conversation with Steve Kamin (AEI) and Mark Sobel (OMFIF). We also discuss their outlook on the economy and the Fed - please give it a listen! https://lnkd.in/dQUP4ebt

What can we expect from cap rates in the near term? Two of CBRE's senior leaders give their insight on this month's episode of The Brinkman Report podcast: https://lnkd.in/gtxfT99b

Great insights on volatility the benefits of diversification, concentration and market dynamics.

🔊 Lord Abbett's 2H2024 fixed income outlook is here! 📊 Dive into the latest market insights via the podcast link. Summary of what to expect: - Anticipate a moderation of inflation and rate-cut expectations, signaling confidence by the U.S. Federal Reserve and a likely stable policy landscape. - Short maturity credit continues to offer attractive yields amidst a supportive economic backdrop. - Discover value and balance in fixed-income portfolios by taking a selective approach to unique credit opportunities. Stay informed with Lord Abbett's expert analysis on #midyearupdate #fixedincome #credit #shortmaturity #podcast. 🌟 #marketinsights

Be sure to check out KeyBank’s Weekly Market Recap on the Key Wealth Matters Podcast. In this week’s episode, our experts dive into recent market volatility, predictions for earnings season, and the market’s fragility in recent years. Catch up on previous episodes and subscribe to stay updated on future insights. #MarketRecap #WealthMatters #EconomicUpdate #FinancialNews

The related podcast discussion featuring our fixed income leadership is an insightful listen!

💵 | PODCAST - Navigating Market Uncertainty: What the Upcoming US Inflation Means for the Rand & Global Markets In our weekly Market Review, we unpack the recent shifts in the U.S. economy and their ripple effects on global markets, including the rand. With critical inflation data and Federal Reserve decisions on the horison, we explore whether the market's recent calm is sustainable or just the calm before the storm.  - Anlaysis done by ETM Analytics and TreasuryONE (Pty) Ltd with Ilze-Marie Le Roux and Andre Cilliers Watch the full episode on YouTube: https://lnkd.in/dbnpRbqe Spotify: https://lnkd.in/dsRm-VK8     #USInflation #MarketAnalysis #Rand #GlobalMarkets #FederalReserve #FinancialOutlook #Podcast #ETMAnalytics #TreasuryOne #Investing #YouTubePodcast

After last week's flash crash, is the worst over or have we simply hit the pause button? Our latest MARKET REVIEW podcast is out

Listen now | In this episode of the Market and Economic Wrap titled, “Markets exercise caution ahead of key economic data”, Tumisho Grater discusses the recent market volatility triggered by weak US labour market data and the Bank of Japan’s interest rate hike. In addition, we hear more about global market performance and the impact, corporate earnings of major companies, commodities, US equities, and more insight on how these developments could shape the economic landscape. Listen to the full podcast: https://ow.ly/IqoG50SWC0t #NedgroupInvestments #MarketandEconomicWrap #EconomicOutlook #USEquities #Japan #GlobalMarkets #InvestmentInsights

🎧 Listen to Gregory Peters, PGIM Fixed Income's Co-Chief Investment Officer, provide a fixed income perspective on the macro landscape and discuss "weakflation" in 2024 during Top Traders Unplugged Global Macro #Podcast.