Podcasts about march fed

George Goncalves, Head of Macro Strategy in the Americas, summarizes and recaps our monthly titled Risk-Off Flashpoint (Now in Focus), where in our special topic cover labor market dynamics and demographics. Furthermore, George discusses what to expect from this all-important NFP number on Friday. We conclude with what to look out for before the March Fed meeting and what will be influential for US fixed income.

Frank Holland and the Investment Committee debate a critical test for the market ahead of the next fed decision. Steve Liesman joins us to help break it down. Plus, Intel is set to receive billions in grants and tax breaks to start building semiconductor factories in America, Kristina Partsinevelos joins us with the latest. And, we've got some Calls of the Day on Netflix and Delta Air Lines.Investment Committee Disclosures

The Federal Reserve kicks off its latest monetary policy decision this week. Former Atlanta Fed President Dennis Lockhart previews the decision. Plus, the S&P 500 is set to look a little different today. Inside Edge Capital's Todd Gordon explains. And, what's ahead for the new trading week? Bone Fide Wealth's Douglas Boneparth and Advisors Capital Management's JoAnne Feeney discuss.

As many of you know, there is no Fed meeting this month. As such, it would be reasonable to assume that we wouldn't have Lundy Wright on the podcast because he's the expert we turn to when it comes to analyzing the latest meeting. However, as you may have noticed, a recent spat of economic numbers has put a real question mark over the prospect of rate cuts any time soon. If not flipped, the script has certainly been ruffled. So, we asked Lundy to come on and provide his latest views on where things stand and what factors he's watching ahead of the March Fed meeting. Please check important disclosures at the end of the episode.This episode was recorded on Wednesday, February 21st after the market close.Timestamps:Does Lundy think that seasonal factors have skewed January data, including Core CPI? [5:16]What is the r-star rate and why does Lundy refer to it as “mythical nonsense”? [8:55]Could the supply of Treasuries that will come to market counter economic stimulus? [17:39]What is Lundy anticipating ahead of the March Fed meeting? [23:48]What is Lundy's “recipe” for creating trading paralysis in the bond market? [27:55]Resources:Fact Sheet on seasonal adjustments in the CPIGazing at r-star: Gauging U.S. monetary policy via the natural rate of interestAn ugly 20-year bond auctionDisclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

The Wall Street Santa rally extends its eight-week winning streak with bets on a March Fed rate cut boosting stocks. In China, November industrial profits are up by almost 30 per cent for November thanks to a variety of government stimulus measures. However, the numbers are still behind 2022 for the year at this point. In Hong Kong, gaming stocks lead the way as Beijing regulators confirmed they would re-consider draft rules aimed at curbing online play and spending. Oil spikes following a Houthi attack on an MSC United vessel in the Red Sea. The company is now re-routing shipments around southern Africa. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

RenMac discusses how the latest PCE print supports a March Fed cut but why it may not go as far as the market is pricing, whether animal spirits can lead to irrational exuberance, why trash is outperforming treasure, why the U.S. Supreme Court may reach a different decision than the CO Supreme Court regarding Trump's eligibility.

On Episode 83 of the podcast, Broke Boi Crypto (@BrokeBoiCrypto) and Crypto Ewok (@CryptoEwok) discuss: - PulseChain ecosystem pumping and bridges being crossed within mainstream crypto - U.S. Secretary of Treasury Janet Yellen graciously cautions investors that they need not worry about massive U.S. debt - Ledger crypto wallet has issues with crypto frontends, what is a better alternative wallet? - Coinbase fires back at SEC and Gary Gensler by filing lawsuit of their own - Richard Heart series of new tweets headlined by indicated members of the SEC are liable to face more lawsuits from other countries - When was Bitcoin's actual top last cycle: April or November? Follow the show on Twitter: @CreedOfCrypto

Join Fidelity's Jurrien Timmer, Rita Assaf, and Jim Armstrong as they discuss the latest market news including an update on the March Fed meeting and concerns in the banking sector. The panelists also dive into the results of a year-long Fidelity research project that analyzed the overall retirement readiness of American households. Read the full transcript. View the slides. Watch the video replay. © 2023 FMR LLC. All rights reserved

Join Fidelity's Jurrien Timmer, Stacey Watson, Leanna Devinney, and Jim Armstrong as they discuss the latest market news including an update on the bank closures and commentary on the March Fed meeting's expected outcomes. As inflation continues to be volatile, the panelists also discuss financial planning for big life events and what to consider. Read the full transcript. Read the full transcript. View the slides. Watch the video replay. © 2023 FMR LLC. All rights reserved

Fed said it is to provide liquidity to US depository institutions in which each Federal Reserve bank would make advances to eligible borrowers.Goldman Sachs said it no longer expects the Fed to hike rates at the March meeting in light of recent stress in the banking system; expects hikes in May, June and July.APAC stocks traded mixed with financials hit amid the fallout from the SVB collapse and subsequent failure of Signature Bank.US (ES +1.9%) and European (Eurostoxx 50 +0.4%) equity futures have been supported by efforts to support the financial system.DXY has been pressured and retreated beneath 104, US yields also softer as market scale back rate hike bets.Looking ahead, there is a lack of tier 1 highlights for today's session.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Jim Bianco joins Bloomberg to discuss Yield Curve Inversion, March Fed Meeting, China Reopening with Jonathan Ferro, Tom Keene & Lisa Abramowicz.

New York City Mayor Eric Adams discusses his plan for reducing crime in New York City. Nina Khrushcheva, The New School Professor of International Affairs, discusses what the possibility of Finland and Sweden joining NATO means for Putin. Steven Englander, Standard Chartered Bank Global Head of G10 FX Research, says dollar strength has more to do with inflation than concerns from the Russia-Ukraine War. Kathy Bostjancic, Oxford Economics Chief U.S. Economist, expects to see inflation above 5% at the end of the year. Peter Tchir, Academy Securities Head of Macro Strategy, expects equities to return to their pre-March Fed lows. See omnystudio.com/listener for privacy information.

Kia ora,Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the International edition from Interest.co.nz.Today we lead with news investors are about to learn whether the maxim "don't fight the Fed" is still valid.Minutes from the March Fed meeting showed many officials would have preferred a +50 bps increase in their benchmark interest rate, instead of a +25 bps hike. Depending on economic and financial developments, they clearly want to move faster. These minutes also showed they are considering reducing their balance sheet by about -US$95 bln per month, a lot more than expected, and starting next month. 'Normalising' is now front and center, and is to quickly morph into inflation-fighting mode. The signal in these minutes is as clear as the stark one issued by Vice Chair Brainard yesterday.Now out of the Fed, one ex-official says they will be trying, intentionally, to inflict losses on both stock and bond investors, as part of their inflation-taming strategy.Housing investors, even homeowners, may face losses too. American mortgage applications extended their falls last week due to rapidly rising mortgage rates. That makes it drops in eight of the last nine weeks.As a side note, we should report that Mexico is turning out to be a serious winner as American companies re-jig their supply chains away from China, and Asia generally.There was another sharp fall recorded last week in trans-Pacific container shipping rates. They are far from normal (old normal) but they are heading in that direction now and have been for the past five weeks. Bulk cargo freight rates are declining too.Going the other way global air passenger traffic is rising again and the recovery is quite fast, especially international travel even if it is off a low base.And global air cargo traffic levels for February are stronger, even when compared to pre-pandemic 2019.However, all this data is a month old. March data suggests the Russian invasion of Ukraine has taken the top off global trade in March, down -2.8%. Of course, that is mostly an EU thing.But in China, their economic troubles are deepening. Their services PMI sunk sharply in March, according to the private Caixin survey. Unlike the 2020 one with was part of a short-sharp global retreat, they have this one on their own. Services activity fell at its quickest rate since February 2020 amid notable drop in sales. Input cost inflation picked up more than they expected. Business confidence dived to a 19-month low.We have previously noted the food supply problems in Shanghai that is under a hard lockdown. We should also note that growing numbers of Chinese farmers are required to isolate, jeopardising harvests in some areas. It is not major at the moment, but if it spreads, it could be.And it is pretty clear now that the long weekend Qingming/Ching Ming/Tomb Sweeping Festival holiday saw tourism activity fall at least -30% from normal as vast numbers of people stayed at home to avoid pandemic risks. This will have notable economic impacts.In Australia, regulator ASIC has extended its product intervention order imposing conditions on the issue and distribution of contracts for difference (CFDs) for a further five years to 23 May 2027. CFDs enable speculation, not investing, they say.And ASIC is being much more active in controlling crypto launches, including by the big banks. They clearly don't want a wild-west rush, one that seemed to have some momentum.The UST 10yr yield opens today at 2.61% and up +5 bps from this time yesterday. The price of gold starts today at US$1921/oz and virtually unchanged since this time yesterday.And oil prices are down sharply, down more than -US$4 to just over US$96/bbl in the US. And the international Brent price is now just over US$101/bbl.The Kiwi dollar will open -½c lower than at this time yesterday at 69.2 USc. Against the Australian dollar we are firmer at 92 AUc. Against the euro we are also softer at 63.5 euro cents but holding recent gains. That all means our TWI-5 starts today at just over 74.8 which is an overnight -30 bps slip.The bitcoin price is down a sharpish -4.6% since this time yesterday now at US$43,883. Volatility over the past 24 hours has been high at +/- 3.1%.You can find links to the articles mentioned today in our show notes.And get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston and we'll do this again tomorrow.

Ben flies solo to discuss last Friday's slide in trucking and railroad stocks and the reasons behind it, JP Morgan CEO Jamie Dimon's annual economic letter, Elon Musk's move to become a 9.2% stakeholder in Twitter, SBUX canceling share buybacks, and the upcoming week which includes economic data, earnings, and the release of the March Fed meeting minutes.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures

The Fed is expected to approve a quarter of a percentage point hike on rates, a raise that will make borrowing more expensive for homebuyers and commercial investors. And now the inflation caused by the war in Ukraine has introduced another variable to the lending puzzle. So what should borrowers expect? You'll hear from Martha Olney, a teaching professor of economics at the University of California, Berkeley, Melissa Cohn, a regional vice president of mortgage for William Raveis Mortgage and Mark Fogel, the CEO and president of ACRES Capital. Attribution: CNBC, "Here's how Fed Chair Powell sees the March Fed meeting."

The markets at session-lows heading into the closing bells. Jay Hatfield talks about how he expects the March Fed meeting to be a positive catalyst. He then forecasts U.S. economic growth for 2022 and beyond and the inflation outlook and expectations for 2022. He then examines Bitcoin's (/BTC) performance. Tune in to find out more.

In today's edition of Cut to the Chase, Manpreet Gill discusses the channels through which the weekend's sanctions announcements could impact financial markets this week, and why its important to also focus on key economic data releases just a couple of weeks ahead of the mid-March Fed meeting. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Global Head of Desk Strategy, John Briggs in discussion with US Economist Kevin Cummins and Co-Head of G10 FX Strategy Brian Daingerfield. Get our take on how US policy could unfold post the March Fed meeting and the impact this will have on fixed income & FX markets.  Remember to hit ‘subscribe' so you can watch our latest episodes as soon as they're available – and hit the ‘like' button so it's easier for others to find.  NB: This was recorded on 17 February 2022. For any terms used please refer to this glossary:  https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer. 

Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the International edition from Interest.co.nz.Today we lead with news that although the Russia-Ukraine headlines dominate the general news, the global economy is continuing its recovery, one which is supercharging commodity demand.Last week's American jobless claims rose marginally to 238,000 for the 7 days, taking the total number of people on these benefits to 1.975 mln and below pre-pandemic levels because more people found jobs or their benefits expired. The seasonally-adjusted level is near an all-time low.Labour shortages, cold weather and timber shortages have all meant that US housing starts fell in January, and that was not expected. But building permits rose and to their highest level since 2004. They want to build but supply chain issues are holding them back.The Philly Fed's wide-watched factory survey in the powerhouse Pennsylvania manufacturing heartland suggests the same supply-chain issues. Strong order levels eased a bit, but labour availability remains very tight. These firms now report that they are successfully passing on the higher costs they face.And we should note that although its growth has flattened out over the past month, the US Fed's balance sheet is still inching up, now almost at US$8.9 tln, essentially built up over the past two years to be 37% of annual US GDP. The March Fed meeting is expected to cap that, and start reducing it.Japan has reported some very encouraging machinery orders in December, up +5.1% year-on-year and +3.6% of that in December alone. This data confirms the strong machine tool order data we had earlier. They need their capital goods sector to fire because imports are rising sharply (especially oil).In China, their currency is appreciating against the USD, now at ¥6.33 to the greenback. But it still has some way to go to reach the ¥6.06 level it was at in 2013. Interestingly, the yuan is still only used in 2.3% of all international trade, although that is up from 2.1% two years ago. Of course, use of their currency in trade settlements is one thing; the real indicator is what the underlying transactions are priced in, and there the USD remains supreme.The aluminium price has powered to a new record high yesterday, US$3307/tonne (NZ$4935), up +18% since the start of the year.Australia added +13,000 new jobs in January when none were expected, but it actually isn't great news. That is because it lost -17,000 full time jobs and gained +30,000 part-time jobs. Their jobless rate stayed at 4.2%. The switch to part-time jobs helps explain that hours worked fell by almost -9% between December 2021 and January 2022. Rising sick leave is also being cited. But looking past the detail, it is clear that Omicron did not really affect their labour market that much in January, overall.The UST 10yr yield opens today at 1.98% and down -6 bps from this time yesterday. The price of gold starts today at US$1897/oz and up another +US$32 from this time yesterday. For the week so far, gold is up +3% and a 35 week high.And oil prices are down -US$3 to just on US$90/bbl in the US, while the international Brent price is just under US$91.50/bbl. The Kiwi dollar will open today ¼c firmer at 67 USc. Against the Australian dollar we up at 93.1 AUc. Against the euro we are firmer at 58.9 euro cents. That means our TWI-5 starts today at just on 71.3 and +20 bps firmer.The bitcoin price is down -3.4% since this time yesterday and now at US$42,114. Volatility over the past 24 hours has high at +/- 3.2%.You can find links to the articles mentioned today in our show notes.And get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston and we'll do this again on Monday.

Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, reacts to the U.S. jobs numbers. Tara Sinclair, George Washington University Professor of Economics, says the job market has reached its “temporary” maximum. Tiffany Wilding, PIMCO Chief U.S. Economist, says the jobs report solidifies the March Fed rate hike that the market was already pricing in. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, says the omicron surge may be at its tipping point. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In this week’s episode we discuss monetary policy, the results of the March Fed meeting, and the prospect of higher inflation. To read this week's SightLines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

After the March Fed meeting, no more rate hikes appeared to be in the offing for 2019, so naturally, the only place to go from there would be rate cuts. Kevin Flanagan analyzes the Treasury yields that look more like the Fed already cut rates but forgot to tell anyone.

Theresa May is struggling to find support for her Brexit deal with the the final vote on Wednesday. A March Fed meeting announcement is also scheduled for Wednesday. Today's Home Builders Index kicks off this week's Economic Reports. Get The Word On Wall Street every Monday and Thursday at 8:25 when RBC Wealth Management's Holly Kennedy joins AM Quad Cities.

Greg Boutle, BNP Paribas U.S. Head of Equity and Derivative Strategy, explains the confluence of factors that could lead EM to outperform DM. Karen Ubelhart, Bloomberg Intelligence Industrials Analyst, says selling Danaher solves a big chunk of GE's debt problem. Julia Coronado, Macropolicy Perspectives President & Founder, expects another flattening of the dot plot in the March Fed's meeting. Jean Case, "Be Fearless" Author, talks the role of failure in success stories.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Greg Boutle, BNP Paribas U.S. Head of Equity and Derivative Strategy, explains the confluence of factors that could lead EM to outperform DM. Karen Ubelhart, Bloomberg Intelligence Industrials Analyst, says selling Danaher solves a big chunk of GE's debt problem. Julia Coronado, Macropolicy Perspectives President & Founder, expects another flattening of the dot plot in the March Fed's meeting. Jean Case, "Be Fearless" Author, talks the role of failure in success stories. 

The Federal Reserve raised interest rates at its latest meeting, but there’s more important information you need to know. In this episode of Industry Focus: Financials, host Michael Douglass and banking specialist Matt Frankel break down the key takeaways and how they could affect your investments.

This week in the CME hot seat we have Erik Norland, Executive Director and Senior Economist of CME Group. Topics this week include: Rates Beware as Debt Ceiling Meets Fiscal Ambitions Hedging the Next Explosion in High-Yield Bond Spreads Oil Oil: Will Rising U.S. Output Stifle Post-OPEC Gains? You can always follow along on cmegroup.com/twio Futures Options Feedback: Listener questions and comments Question from Sean - What would you expect to see in bond options leading up to the March Fed meeting? Question from Biggens - How do NonFarm payrolls and the Fed impact the options market?

This week in the CME hot seat we have Erik Norland, Executive Director and Senior Economist of CME Group. Topics this week include: Rates Beware as Debt Ceiling Meets Fiscal Ambitions Hedging the Next Explosion in High-Yield Bond Spreads Oil Oil: Will Rising U.S. Output Stifle Post-OPEC Gains? You can always follow along on cmegroup.com/twio Futures Options Feedback: Listener questions and comments Question from Sean - What would you expect to see in bond options leading up to the March Fed meeting? Question from Biggens - How do NonFarm payrolls and the Fed impact the options market?

March rate hike is looking more likely with each passing day, given the record highs in the stock markets, rising inflation and relative calm across the globe. Even markets look ready for a 25 bps hike, which is evident from the CME data rate hike probability at 70%. However, “weak wage growth figures for February due for release next Friday could easily derail the March rate hike plans”, says James Hughes, Chief Market Analyst at GKFX. “Trump isn't being Trump... is a relief for the markets”, Hughes adds. Other key topics discussed in this segment are - Record rally in the US stocks, sideways/choppy action in the USD index. #Fed, #interestrate, #ratehike, #Wages, #US, #indicator, #economy, #macro

Fed minutes released overnight revealed policymakers see rates going higher “fairly soon”. Does it mean the March Fed meeting is “Live”? Or rate hike would happen in June? Tip TV’s Zak Mir believes one reason the rates are not going higher is due to fact that the Dollar has strengthened so much. Mir and Presenter Jenny Hammond also discuss trade idea - Buy Barclays, Broker Recommendations and Anglo American’s decision to halt asset sale strategy. #Fed, #interestrates, #USdollar, #USD, #centralbanks, #forex, #currencies, #trading, #stocks, #equities, #markets, #technicals, #macro, #fundamentals

Is the March Fed rate hike back on the table? - Watch Zak Mir and Ben Kumar discuss Fed's Mon Pol. Ben Kumar from 7IM caught with Tip TV's Zak Mir to discuss Yellen’s tough talk on the interest rate and whether it represents the end of the era of central bank dominance. Yellen said yesterday that it would be unwise to delay the rate hike and added that the rate hike path isn’t dependent on the fiscal plan. That surely sounds hawkish. Kumar and Mir agree that the switch from Monetarism to Fiscalism is indeed happening. Also discussed in this segment is The Coe report on Russell 2000 Oanda forex market sentiment Trade idea - Buy GlaxoSmithKline Broker Recommendations #Fed, #Yellen, #interestrate, #Trump, #fiscalstimulus, #monetary #policy, #ratehike, #centralbanks, #macro, #markets, #equities, #forex, #commodities, #technicals, #investing, #trading

Almost immediately after the March Fed meeting, the FedHeads began speaking to talk up the next hawkish point of view. Why? They were worried about sounding too dovish in the March meeting statement. Huh? What happened to the good ole' days where there was little transparency and they did not care. Investors were better because they worried about less. Listen in and let us know!