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 data has been hotter than expected, remaining stubbornly above 3%</li><li>Demand in the economy has been robust, with strong retail sales and job reports</li><li>Richmond Fed President Tom Barkin discusses potential factors influencing inflation and the need for offsetting housing strength in the economy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Inflation data has been hotter than expected, remaining stubbornly above 3%Demand in the economy has been robust, with strong retail sales and job reportsRichmond Fed President Tom Barkin discusses potential factors influencing inflation and the need for offsetting housing strength in the economyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Richmond Fed President Tom Barkin On Getting Inflation Under Control

Podcast by Bilal Hafeez, Macro Hive

Macro Hive Conversations With Bilal Hafeez

Podcast by Bilal Hafeez

Macro Hive

We talk economics and markets with leading policymakers and investors.

Talking Economics and Markets

Macroeconomics

<ul><li>Claudia Sam is a well-known expert in monetary and fiscal policy, with experience advising decision makers at top government institutions</li><li>She is the founder of Stay at Home Macro consulting and has a PhD in economics from the University of Michigan</li><li>Throughout her career, she has experienced major economic crises, such as the Great Recession and the COVID-19 pandemic, leading her to focus on the importance of fiscal policy in times of crisis.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Claudia Sam is a well-known expert in monetary and fiscal policy, with experience advising decision makers at top government institutionsShe is the founder of Stay at Home Macro consulting and has a PhD in economics from the University of MichiganThroughout her career, she has experienced major economic crises, such as the Great Recession and the COVID-19 pandemic, leading her to focus on the importance of fiscal policy in times of crisis.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession

We aggregate key quotes from earnings, The Transcript

The Transcript

We aggregate key quotes from earnings

Aggregate Key Quotes from Earnings

<ul><li>Companies are expecting the Federal Reserve to reduce rates to ease the burden on consumers and boost confidence in markets.</li><li>Inflation is still a concern for many companies, particularly at the high end, but the Fed cannot act until there is substantial data showing a decrease in inflation.</li><li>The lower income consumers are trading down and experiencing financial difficulties, with subprime delinquencies reaching levels similar to 2009, which is concerning for 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.

Companies are expecting the Federal Reserve to reduce rates to ease the burden on consumers and boost confidence in markets.Inflation is still a concern for many companies, particularly at the high end, but the Fed cannot act until there is substantial data showing a decrease in inflation.The lower income consumers are trading down and experiencing financial difficulties, with subprime delinquencies reaching levels similar to 2009, which is concerning for the market. This 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>The global backdrop for the start of the year is better than anticipated, with a broad-based upturn in PMIs suggesting steady or even growing global and emerging market growth.</li><li>The US is experiencing some slowing in growth, but consumer demand is more solid, supported by strong labor markets and falling inflation.</li><li>China's GDP growth is expected to remain around 5.5% in the near term, but there are concerns about ongoing deflation, housing market weakness, and its impact on corporate revenues and private sector confidence. Outside of China, emerging markets in Asia and Latin America are seeing growth rebound, driven by improvements in consumer and industrial sectors.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The global backdrop for the start of the year is better than anticipated, with a broad-based upturn in PMIs suggesting steady or even growing global and emerging market growth.The US is experiencing some slowing in growth, but consumer demand is more solid, supported by strong labor markets and falling inflation.China's GDP growth is expected to remain around 5.5% in the near term, but there are concerns about ongoing deflation, housing market weakness, and its impact on corporate revenues and private sector confidence. Outside of China, emerging markets in Asia and Latin America are seeing growth rebound, driven by improvements in consumer and industrial sectors.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Emerging Markets Outlook & Strategy for February

FX & Rates

<ul><li>The combination of policy decisions in the US rates markets has led to a significant decline in tenure yields.</li><li>There appears to be policy coordination between fiscal and monetary authorities, with the treasury displaying flexibility and the Fed focusing on tightening in financial conditions.</li><li>The upcoming Fed meeting is anticipated to provide forward guidance on policy tightening, with expectations of a move towards a neutral bias and steps towards eventual easing or cutting. Inflation language in the statement may also be up for debate.</li></ul>This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

The combination of policy decisions in the US rates markets has led to a significant decline in tenure yields.There appears to be policy coordination between fiscal and monetary authorities, with the treasury displaying flexibility and the Fed focusing on tightening in financial conditions.The upcoming Fed meeting is anticipated to provide forward guidance on policy tightening, with expectations of a move towards a neutral bias and steps towards eventual easing or cutting. Inflation language in the statement may also be up for debate.This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

US Rates: The Calm Before The (Policy) Storm

US Treasury (10 Yr Generic) (GT10 GOVT)

Richmond Fed President Tom Barkin On Getting Inflation Under Control

Flexible financing program at Netsuite.com, special Odd Lots podcast episode with Richmond Fed President Tom Barkin discussing robust demand and...

Odd Lots

Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession

Claudia Sam, an expert in monetary and fiscal policy, forecasting, and recession indicators, has advised top decision makers and founded Stay at...

Macro Hive Conversations With Bilal Hafeez

Episode 112: Subprime Signals

Companies are counting on the Federal Reserve to lower interest rates in order to boost consumer confidence and market trends, while inflation...

The Transcript

EM Fixed Income: Emerging Markets Outlook & Strategy for February

The global economy is performing better than expected at the start of the year, with strong growth in emerging markets and resilient growth in...

At Any Rate

US Rates: The Calm Before The (Policy) Storm

The US rates market has experienced a slowdown in coupon auction increases and ruled out the possibility of further rate hikes, while the Federal...

At Any Rate