Anshul Sehgal, Head of US Interest Rate Products Trading at Goldman Sachs, dives into the recent inflation data and its implications for the Federal Reserve’s interest rate strategy. He discusses how new administration policies mirror fiscal strategies from the early 1980s and may lead to a credit-driven economic revival. Sehgal also explores current market conditions and predicts how these factors will influence the dollar and the S&P 500, highlighting emerging investment opportunities for savvy investors.

Anshul Sehgal and Ashish Shah discuss how cooling inflation data affects the Fed's rate cuts and investors' strategies. They analyze market reactions, future economic trends, retail sales indicators, and central bankers' insights post-Fed policy shift for future forecasts.

Anshul Sehgal, Head of US interest rate products at Goldman Sachs Global Banking & Markets, shares his expertise on the recent surge in inflation that took the market by surprise. He discusses how fiscal policies, immigration control, and tariffs are influencing economic growth. The conversation dives into the historical parallels with the Reagan era, exploring today's interest rates and globalization effects. Sehgal provides insightful strategies for investors, emphasizing the importance of staying grounded amidst uncertainties in market trends.

Anshul Sehgal, Head of US Interest Rate Products Trading, teams up with Chris Hussey from Goldman Sachs Research to analyze the recent Fed rate cut. They discuss implications for inflation and unemployment, revealing internal divisions within the Fed. Market reactions to economic data reveal a complex landscape, influenced by fiscal policies and employment trends. The duo also suggests investment strategies amidst rising unemployment and emphasizes the importance of upcoming Fed meetings in shaping economic clarity.

Anshul Sehgal, Head of US Interest Rate Products Trading, discusses the recent CPI print, potential Fed moves, and market reactions to economic data. Topics include treasury yield movements, potential rate cuts by central banks, UK economic factors, upcoming market data releases, consumer strength, and job losses.