Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Cross Asset Strategy

<ul><li>Inflation, particularly in housing costs, has been a big theme in recent American life.</li><li>Despite the Fed raising interest rates to fight inflation, rent price growth has been moderating.</li><li>Multifamily housing developers are feeling the strain of higher interest rates and a lack of supply due to decreased activity in the market.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Inflation, particularly in housing costs, has been a big theme in recent American life.Despite the Fed raising interest rates to fight inflation, rent price growth has been moderating.Multifamily housing developers are feeling the strain of higher interest rates and a lack of supply due to decreased activity in the market.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Get Ready For Another Shock to Housing Affordability

Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

Macroeconomics

<ul><li>President Trump's inauguration caused volatility in financial markets</li><li>Expectation that Trump will impose significant tariffs on China and other countries</li><li>Fed expected to keep rates on hold at upcoming FOMC meeting</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

President Trump's inauguration caused volatility in financial marketsExpectation that Trump will impose significant tariffs on China and other countriesFed expected to keep rates on hold at upcoming FOMC meetingThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

<ul>
<li>Global government issuance trends are bearish, with widening deficits and increasing net issuance in major economies</li>
<li>Euro area, UK, and US are all facing significant supply pressures, leading to concerns about term premium and yield curve steepening</li>
<li>Japan is expected to see a slowdown in net issuance, but QT policies will still impact the JGB curve, potentially leading to a flattening bias in 2025.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Global government issuance trends are bearish, with widening deficits and increasing net issuance in major economies
Euro area, UK, and US are all facing significant supply pressures, leading to concerns about term premium and yield curve steepening
Japan is expected to see a slowdown in net issuance, but QT policies will still impact the JGB curve, potentially leading to a flattening bias in 2025.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates - 2025 Global government issuance outlook

<ul><li>The Federal Reserve recently cut interest rates by 25 basis points, unveiling new year expectations for inflation and economic growth.</li><li>San Francisco Fed President Mary Daly discusses the current state of the labor market, the impact of AI on productivity, and the importance of data and evidence in making policy decisions.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Federal Reserve recently cut interest rates by 25 basis points, unveiling new year expectations for inflation and economic growth.San Francisco Fed President Mary Daly discusses the current state of the labor market, the impact of AI on productivity, and the importance of data and evidence in making policy decisions.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

San Francisco Fed President Mary Daly Explains the 'Hawkish Cut'

<ul><li>Inflation rates are gradually slowing, with both headline and core inflation in line with expectations and at multi-year lows</li><li>Housing prices showed more firming than expected, particularly in rental markets</li><li>Markets are pricing in very soft core CPI inflation over the coming months, with expectations for gradual disinflation and a focus on wage growth by the Fed</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Inflation rates are gradually slowing, with both headline and core inflation in line with expectations and at multi-year lowsHousing prices showed more firming than expected, particularly in rental marketsMarkets are pricing in very soft core CPI inflation over the coming months, with expectations for gradual disinflation and a focus on wage growth by the FedThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US Rates Strategy: July CPI, Jackson Hole, and Jittery markets

United States

IShares US Treasury Bond is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the ICE U.S. Treasury Core Bond Index.

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iShares US Treasury Bond ETF (GOVT US)

Get Ready For Another Shock to Housing Affordability

Nationwide concerns over inflation, specifically in housing costs, have led to rising rent prices despite some moderation, with the Fed's interest...

Odd Lots

The Week Ahead – One Week In

Following Trump's inauguration, market volatility was seen with focus on immigration, energy policy, and space exploration, as well as a softer...

Nomura – The Week Ahead

Global Rates - 2025 Global government issuance outlook

Global Macro Research is predicting government trends and fiscal focus, with euro area and UK budget deficits widening and US Treasury Department...

At Any Rate

San Francisco Fed President Mary Daly Explains the 'Hawkish Cut'

Wells Fargo supports housing affordability, small business growth, and financial health in communities, with Mary Daly discussing the effects of...

Odd Lots

US Rates Strategy: July CPI, Jackson Hole, and Jittery markets

The Federal Reserve is likely to begin easing their cycle in September, as headline and core inflation slightly increased in line with...

At Any Rate

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