Michael Shaoul

Jay Bryson discusses the challenge of getting back to 2% inflation. David Kelly sees inflation coming down. Elliot Ackerman talks about the Israel-Hamas war. Michael Shaoul predicts yield curve control in the US. Sheila Kahyaoglu discusses Delta earnings.

Join esteemed guests including Mohamed El-Erian, President of Queens' College, Cambridge, as he discusses how the Fed's data dependency might lead to ongoing market volatility. Pooja Kumra from TD Securities analyzes the ECB's recent rate cuts, while Lindsey Piegza of Stifel and Michael Shaoul of ION Macro Fund dive into the implications of U.S. jobless claims and PPI data. The conversation reveals a keen focus on navigating inflation, employment dynamics, and the intricacies of monetary policy as they explore investment opportunities amid uncertainty.