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In the Strategy Snapshot this week, Daniel Cassidy and I recap last week’s macro developments, including the latest US jobs report, and Fed Chairman Jay Powell’s semi-annual testimony to Congress. We also preview this week’s inflation data and discuss the potential implications to the course for monetary policy and markets. Finally, we share current views when it comes to positioning. Listen to the podcast for all the details. #shareubs https://lnkd.in/eEanXzqx  

In this week’s CIO Weekly Investment Outlook podcast, the Private Bank’s Chief Investment Strategist and CIO for EMEA, Dirk Steffen, reflects on an eventful week with Q4 earnings season kicking off. Commenting on the latest U.S. CPI data, Dirk says that “after a short nervous reaction, markets stabilised quickly” and investors’ expectations on rate cuts remained largely unchanged. Turning to APAC, Dirk comments on the latest rally in Japanese equities and elaborates on the underlying fundamental trends. Looking ahead, all eyes will be on the World Economic Forum, where some central bank representatives will participate and many mega trends, such as AI, will be discussed. Turning to markets, Q4 company earnings will remain in focus as well as China releasing several important economic data points. Download and subscribe from Apple Podcasts and Spotify or listen here now: https://lnkd.in/emvemAau (When investing, your capital may be at risk) #CIOWeeklyInvestmentOutlook #privatebanking #wealthmanagement #CIOview

In this week’s CIO Weekly Investment Outlook, the Private Bank’s Chief Investment Officer in the Americas, Deepak Puri, CFA, reflects on what has been a strong start to the year for US equities and elaborates on the drivers behind it. Furthermore, Deepak comments on the latest PCE results and how they could affect interest rates cuts on the horizon. Looking ahead, Deepak foresees a very busy week for the US – both from an economic and political perspective – tune in to learn what is on the agenda for this week! Download and subscribe from Apple Podcasts and Spotify or listen here now: https://lnkd.in/emvemAau (When investing, your capital may be at risk) #CIOWeeklyInvestmentOutlook #privatebanking #wealthmanagement

I very much enjoyed my conversation with David Beckworth on his Mercatus Center podcast, Macro Musings. We discussed the lessons the Fed should learn about how it responded to the inflation surge of 2021, and what ought to be addressed in the Fed's next framework review. We also discussed some recent Fed governance reform proposals--I support the measures proposed recently by Andy Levin and Christina Parajon Skinner to enhance Congressional oversight of the Fed. Also mentioned: Jim Hamilton's job market paper about oil price shocks. https://lnkd.in/e4RR6ct3

Q2 and Beyond - Broadening Participation, Presidential Regimes, and Reflation 2024 began in a similar fashion to 2023, with much debate over a soft or hard landing as the Fed attempted to fight inflation and stabilize the economy. Though substantially different than in 2023, in 2024, the debate shifted from the continuation of ‘22s’ bear market to the sustainability ‘23s’ ripping market rally. Despite the above, with the next phase of monetary policy and the presidential election on the horizon, many investors are leery. These worries are only amplified by the markets’ hovering near all-time highs. We discuss in this episode of The Wealth Effect Podcast: 📈 S&P 500 New All-Time Highs 📈 S&P 500 Through Presidential Regimes 📈 Reflationary Monetary Policy 🎙️ Listen to the podcast here:  https://lnkd.in/gCjwpB9f #inflation #economy #thefed #interestrates #monetarypolicy #easymoney #stockmarket #investing #gold #bitcoin #markets  #investmentmanagement #investmentstrategy #wealthmanagement #wealthstrategy #financialplanning #financialplanner #bayareawealthmanagement #bayareawealth

In the latest Market Signals podcast, gain insights about the recalibration of Federal Reserve expectations, the rise in Japan's equity markets, and potential risks in the tech-driven rally of U.S. markets. Higher-than-expected inflation numbers led to a reassessment of rate cut expectations, Japan's Nikkei Index reached new highs, and concerns arise over the lack of breadth in the U.S. equity market's advance.

5 Minute Podcast: Don’t Buy What the Fed is Selling Inflation’s coming back down quickly, but the Fed is still hawkish. Is it just a case of “once bitten, twice shy?” Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights. Highlights include: • Shelter, used car and food prices are going down • The Fed may be worried about cutting rates too soon • We believe the inflation problem is over https://lnkd.in/gtATHqq9 If you have questions about this content or anything else and would like to discuss in a virtual meeting or phone call, schedule here: https://lnkd.in/dyqD6eB #Podcast #Inflation #Fed #MarketInsights #EconomicOutlook #FinanceNews #GlobalMacro #InvestingTips #FinancialMarkets #MarketAnalysis

Happy to be joined by Oren Klachkin in our latest podcast discussing our outlook for Fed policy and the markets’ expectations following yesterday’s FOMC meeting. And special thanks to Brian Kirk for weaving in audio commentary from Chair Powell at his press conference. #fed #federalreserve #markets #rates #economy

In the latest Market Signals podcast, gain insights about the recalibration of Federal Reserve expectations, the rise in Japan's equity markets, and potential risks in the tech-driven rally of U.S. markets. Higher-than-expected inflation numbers led to a reassessment of rate cut expectations, Japan's Nikkei Index reached new highs, and concerns arise over the lack of breadth in the U.S. equity market's advance.

In the latest Market Signals podcast, gain insights about the recalibration of Federal Reserve expectations, the rise in Japan's equity markets, and potential risks in the tech-driven rally of U.S. markets. Higher-than-expected inflation numbers led to a reassessment of rate cut expectations, Japan's Nikkei Index reached new highs, and concerns arise over the lack of breadth in the U.S. equity market's advance.