

Ukraine and Geopolitical Risks in Markets
Nov 19, 2024
Lindsey Piegza, Chief Economist at Stifel, dives into the intertwined fates of inflation and the U.S. economy, highlighting risks posed by global conflicts. Earl Davis, Head of Fixed Income at BMO, examines the bond market's volatile response to news from Ukraine, shedding light on the implications for investors. The conversation navigates the complexities of interest rates and consumer spending, making it clear that geopolitical tensions are reshaping financial landscapes. This discussion provides valuable insights for understanding current market dynamics.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Navigating Economic Trends and Consumer Behavior
01:58 • 4min
Analyzing the Economic Impacts of Policy Decisions
06:04 • 3min
Russia's Role in the Ukraine Conflict
08:38 • 6min
Navigating the Future of Interest Rates and Inflation
14:16 • 2min
Consumer Spending and Federal Reserve Decisions
15:48 • 4min
Analyzing Economic Policies and Their Inflationary Risks
19:55 • 2min
Inflation Insights and Interest Rate Strategies
22:24 • 6min
Navigating the Bond Market: Opportunities Amid Inverted Yields
28:09 • 3min