

Surveillance: Stepping on Brakes with Slok
Sep 8, 2023
The podcast featured Torsten Slok, Apollo Global Management Chief Economist, discussing the Fed stepping harder on the brakes. Earl Davis, BMO Asset Management Head of Fixed Income & Money Markets, doesn't expect any Fed hikes next year. Pierre Ferragu, New Street Research Head of Global Technology Infrastructure, highlights China's dependence on Apple. Steven Major, HSBC Global Head Of Fixed Income Research, predicts sideways yields. Anna Ashton, Eurasia Group Director China Corporate Affairs and US-China, discusses the systemic China slowdown.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Implications of Higher Cost of Capital
02:00 • 13min
Discussion on the Independence of the Federal Reserve and Long-Term Decision Making
15:16 • 2min
China's Influence on Western Tech Companies
17:37 • 12min
Comparing Treasuries and Other Assets, UK's Peak, and Bond Market Update
30:02 • 3min
Challenges and Opportunities in China's Economy
32:34 • 4min
US-China Relations and Calls for Action
36:13 • 2min