#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald
Macro Mondays09/24/23 • 59 min
Are the central banks on pause or not? We cover all the CB decisions/non-decisions this week and talk to former President of the Atlanta Fed and former FOMC member Dennis Lockhart to get his view on the central bank situation. How does Dennis view the FOMC meeting and the US economy in general?
Afterwards, we call up Frances Donald, Global Chief Economist at Manulife Investment for some great analysis of the current situation. What are the right bets in markets and will risk assets surge as they did in 2007?
Remember to get 30% off your first three purchases at www.stenoresearch.com with the coupon code 'macro30'.
Hosts: Andreas Steno Larsen and Emil Møller
09/24/23 • 59 min
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