Will the Fed Have To Do More for Longer?

Will the Fed Have To Do More for Longer?

Stocks drifted mostly lower Thursday, as investors look to Friday’s nonfarm payroll data for signs the U.S. labor market is finally beginning to break. New applications for unemployment benefits did tick up to 219,000 from a revised 190,000 the prior week. That’s not going to move a Federal Reserve that only gets more hawkish with each stock-market rally – and that seems hell-bent on driving up unemployment as a means of bringing down inflation. “We believe central banks have finally realized that negative nominal yields have been a very big mistake,” notes Diego Parilla. Parrilla, portfolio manager at Quadriga Asset Managers and the author of "The Anti-Bubbles,” joins Maggie Lake to talk about central banks and the policy divergences among them that could make for historic volatility. We also hear from James Davolos about how to pick stocks in a new, higher-for-longer inflationary regime. Watch the full interview featuring James Davolos and Samuel Burke here: https://rvtv.io/3CAD97E. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2083)

Markets Confront Iran Risk and Fed Policy

Markets Confront Iran Risk and Fed Policy

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Markets React to US-Iran Conflict

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Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host, Mikkel Rosenvold, partner and head of geopolitics, to break down the latest news with the United States escalating mi...

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This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Ejaaz, founder and CIO at 26CC, to close out our Trading the Future content campaign. They discuss the biggest narratives a...

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Join Andreas Steno and Mikkel Rosenvold for this month’s Drinks With Real Vision. With drinks in hand, they’ll break down the latest in stocks, commodities, and geopolitics, share a few personal updat...

2 Mar 1h 1min

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