Dominic Konstam

Dominic Konstam, Managing Director and Head of Macro Strategy at Mizuho Securities USA, shares valuable insights into Fed policy. He discusses the potential for aggressive cuts in interest rates, the intricate balance of inflation management, and the impact of tariffs on corporate margins. Konstam also highlights the risks of nonlinear debt crises and the role of AI in shifting labor demand. His analysis suggests that markets may be mispricing future Fed actions and inflation trends, making it a must-listen for those interested in economic forecasting.

Dominic Konstam, Head of Macro Strategy at Mizuho Americas, discusses how AI-driven productivity could lead to lower inflation and forecasts U.S. rate cuts in 2026. He also explores the implications of fiscal policy on central bank independence and the potential need for basic income due to AI inequality. Sree Kochugovindan, Senior Research Economist at Aberdeen Investments, analyzes Japan's yen depreciation ahead of elections and the risks of sharp yen movements on global markets, emphasizing the broader effects on carry trades.

Dominic Konstam, Head of Macro Strategy at Mizuho Securities and a veteran in economics and rate strategy, joins Ira Jersey to delve into the complexities of the yield curve. They explore how term premium influences risk assets and discuss Mizuho’s optimistic macroeconomic outlook. Konstam also shares insights on how the Trump administration's policies may continue to affect the dollar and overall economic strategies. Get ready for an engaging discussion that unveils the intricate connections within the financial landscape!

Dominic Konstam and Mohamed El-Erian, experts in global markets and economics, delve into the intriguing world of inflation and corporate pricing strategies. They discuss how these tactics differ from the 1970s inflation dynamics, revealing the complexities of consumer experiences. The conversation shifts to optimism in economic cycles, highlighting stability in interest rates and how the Federal Reserve is navigating current data. Their insights spark a broader discussion on the evolving landscape of market strategies and financial forecasts.

Dominic Konstam, a financial expert, discusses Japan's financial situation, interventions, weakening yen, and potential crisis insights. The chapter dives into Japan's economic advancements, wage and price inflation benefits, positive interest rates, Federal Reserve's strategy, and insurance solutions. Additionally, personal connection with Nigel Farage, disappointment in Brexit, and reflections on voting outcomes are touched upon.