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Surveillance: Fed Cycle with Mike Wilson (Podcast)
Manage episode 336488064 series 1504388
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says any talk of a Fed pivot at this point is premature. Mandy Xu, Credit Suisse Head of Equity Derivatives Strategy, suggests going long gold as real yields peak. Mark McCormick, TD Global Head of FX Strategy, expects to see a dollar peak by next year. John Ryding, Brean Capital Chief Economic Advisor, says ultimately the runway is too short for a soft landing.
See omnystudio.com/listener for privacy information.
פרקים
1. Surveillance: Fed Cycle with Mike Wilson (Podcast) (00:00:00)
2. Marker 01 (00:06:02)
3. Marker 02 (00:16:25)
2940 פרקים
Manage episode 336488064 series 1504388
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says any talk of a Fed pivot at this point is premature. Mandy Xu, Credit Suisse Head of Equity Derivatives Strategy, suggests going long gold as real yields peak. Mark McCormick, TD Global Head of FX Strategy, expects to see a dollar peak by next year. John Ryding, Brean Capital Chief Economic Advisor, says ultimately the runway is too short for a soft landing.
See omnystudio.com/listener for privacy information.
פרקים
1. Surveillance: Fed Cycle with Mike Wilson (Podcast) (00:00:00)
2. Marker 01 (00:06:02)
3. Marker 02 (00:16:25)
2940 פרקים
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