The Market Huddle cover image

The Market Huddle

MH+ Ep.32 Navigating The FED’s Impact on Global Markets (guest: Aidan Garrib)

Mar 27, 2024
Head of Global Macro Strategy at PGM Global, Aidan Garrib, joins in a discussion on the FED's impact on global markets, inflation, and strategic maneuvering in the global oil market. They also analyze stock market metrics, quantitative easing's impact, navigating inflation, and brokerage firm services for global market analysis.
41:14

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Fed's balance sheet impacts liquidity driving risk asset prices and market uptrend.
  • Russian oil disruptions create geopolitical implications and investment opportunities in tankers and refineries.

Deep dives

Fed's Liquidity Impact on Market Trends

Liquidity, as influenced by the Fed's balance sheet, plays a crucial role in driving risk asset prices. Despite quantitative tightening, liquidity conditions have been on the rise, leading to the relentless uptrend in markets. This surge in liquidity could continue fueling the market until potential risks to liquidity emerge down the line.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode