

Surveillance: JPM's Michele on the Fed
Sep 12, 2023
Bob Michele from JPMorgan Asset Management suggests Fed may need to push the economy into recession before cutting rates. Bill Dudley criticizes the Fed's proposal to increase capital requirements for major banks. Greg Boutle explains why he abandoned his 11% drop prediction for the S&P. Francisco Blanch sees Brent Crude at $90 next year. Bhakti Hansoti compares Covid to the flu.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Current State of the Bond Market and the Possibility of Rate Cuts
01:41 • 13min
The XYZ Generation and Financial Markets
14:49 • 2min
Raising Capital Requirements for Big Banks
16:43 • 13min
Factors Driving Oil Prices and the Impact on China's Economy
30:04 • 5min
Russia's Pivot in Oil Export Strategy and China's Demand
34:37 • 10min
The Science of Masks and Their Effectiveness in Preventing Onward Transmission
44:55 • 2min