Macro Hive Conversations With Bilal Hafeez

Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

Nov 1, 2024

Ebrahim Rahbari, an independent strategist and former Chief Currency Strategist at Citi, dives into the intriguing dynamics of the upcoming US elections. He discusses strategies for navigating market uncertainties, emphasizing how a Trump or Harris victory could impact financial trends. The conversation also explores the surprising resilience of the US economy amidst recession fears, alongside insights into inflation, policy implications, and the challenges facing Germany. Rahbari offers valuable advice for young professionals seeking longevity in their careers.

43:07

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Episode guests

Ebrahim Rahbari

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Episode notes

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Quick takeaways

Ebrahim Rahbari emphasizes the significance of swing states in the US elections and forecasts potential market volatility linked to political outcomes.

He expresses optimism about the US economy's resilience, anticipating higher inflation rates influenced by government spending and economic policies.

Deep dives

Ebrahim Rabari's Career Path

Ebrahim Rabari shares his academic journey, detailing his studies in economics and the early signs that pointed him toward a career in finance. He highlights his curiosity about how economies function at both macro and micro levels, which led to a PhD in economics. His career began at Citi, where he collaborated with the chief economist during a significant period marked by the global financial crisis. This experience influenced his perspective on economic policy, ultimately steering him toward a focus on market dynamics and strategies for investors.

Intro

2min

From Academic Roots to Financial Insights

2min

Election Dynamics and Market Implications

11min

Resilience of the US Economy Amidst Recession Fears

3min

Inflation, Policy, and Investment Insights

22min

Navigating Early Career Choices and Insights on Longevity

3min

Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange Analysis at Citi. The team was top ranked in the Institutional Investor Global Fixed Income Survey. Prior to that, Ebrahim was Head of Global Macroeconomics at Citi. Ebrahim studied at Oxford and holds a PhD in Economics from London Business School. In this podcast we discuss how to play US elections, short- and long-term impacts of a Trump or Harris win, why US economy is doing well, and much more.

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