Macro Mondays #16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald
Sep 24, 2023
Former President of the Atlanta Fed and former FOMC member Dennis Lockhart shares his view on central banks and the US economy. Frances Donald, Global Chief Economist at Manulife Investment, discusses market analysis and the potential for risk asset surges. They cover central bank decisions/non-decisions, impact of oil on disinflation, recession risk, asset allocation, variable rate mortgages, immigration's impact on housing market, and trading strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Central Banks, Risk Aversion, and the Direction of the Market
02:22 • 10min
Gasoline Prices and Consumer Sentiment, Contrasting Predictions of US Economy
12:00 • 2min
Federal Reserve's Perspective on Market Pricing and Monetary Policy
13:34 • 11min
Recession Risk and Asset Allocation
25:01 • 25min
Variable Rate Mortgages, Immigration, and Central Bank Challenges
50:15 • 5min
Analyzing Changing Market Conditions and Trading Strategies
55:17 • 4min