A discussion on the near-term expectations for inflation, focusing on the shelter component and its influence on inflation data. The conversation also explores the reasons behind the affordability of mortgages in the current market, specifically agency mortgages, covering factors like flows, bank holdings, quantitative tightening, and the potential for mortgage investments.
Rajeeb Hazra, President & Chief Executive Officer at Quantinuum, discusses commercializing quantum technology. Frank Holmes, Executive Chairman at Hive Digital Technologies, talks macro issues facing the crypto industry. Managing Director of China Beige Book International Shehzad Qazi discusses China’s deepening economic woes. And we Drive to the Close with Sam Dunlap, CIO at Angel Oak Capital Advisors.
Hosts: Carol Massar and Jess Menton Producer: Paul Brennan
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