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01:15
Fed’s Fight With Inflation Not Over
T. Rowe Price’s Thomas Poullaouec commented on the Federal Reserve’s tenth consecutive rate hike, saying that while central banks are getting close to their terminal rates, tight labor markets are still putting upward pressure on inflation and it will take six to 18 months to see the full impacts of the hikes. In the meantime, Poullaouec expects Central banks to continue to focus on curbing inflation.
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01:01
Raymond James CIO Expects Mild Recession But No Immediate Rate Cuts
Raymond James Chief Investment Officer Larry Adam is forecasting that the Fed will have to deal with a very mild recession. He tells Bloomberg how he sees the contraction playing out and why he says don’t expect rate cuts anytime soon.
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01:14
Could Regime Change Be Coming?
Invesco’s Chief Global Market Strategist, Kristina Hooper, thinks there could be a market regime change soon and that investors should be taking tactically cautious positions to capture the upside should certain market events occur. Hooper said that if there are clear signals that the banking crisis is behind us, the Fed reaches terminal rates, and a US Debt ceiling crisis is avoided, investors can expect a switch from a risk off to a risk on environment and they should be getting ready to capture the upside now.
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01:08
Fed’s Bullard Sees Inflation As More Sticky Than His FOMC Peers
St. Louis’ Fed President, James Bullard, thinks inflation will be sticker than the Federal Open Market Committee are projecting. While the median range for Fed forecasted terminal rate is just over 5%, Bullard’s projection is more Hawkish.
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01:40
Former Fed Vice Chair Thinks Fed Should’ve Delayed Hike
Former Fed Vice Chair Alan Blinder feels the Fed should have left rates unchanged after their March FOMC meeting. The Fed elected to raise rates by 25 basis points, elevating the new rate range to 4.75%-5%, the highest since October 2007.
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01:40
Systemic Risk in US Banking
iCapital Chief Investment Strategist Anastasia Amoroso told Bloomberg News that the collapse of Silicon Valley Bank and Signature Bank were not isolated incidents and signal risk in the wider the US banking system.
