Fed week, the US economic outlook and financial markets at war

Capital Economics Weekly Briefing

David Wilder and Capital Economics에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Wilder and Capital Economics 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

7M ago 23:56

MP3•에피소드 홈

It's Fed week and Deputy Chief US Economist Andrew Hunter joins David Wilder to discuss what to expect from the Tuesday-Wednesday FOMC meeting, including how the recent surge in long bond yields could influence the decision and accompanying language. Andrew also talks about the new House Speaker and whether Mike Johnson's appointment lowers the risk of a US government shutdown next month.

Plus, it's been three weeks since Hamas’s surprise attack on Israel and financial markets have remained largely resilient. Deputy Chief Markets Economist Jonas Goltermann tells David why there hasn’t been a greater negative reaction and talks about what recent history has to say about the impact of geopolitical events like these on asset prices.

Click here to explore the analysis and events referenced in this episode.

95 에피소드