Simon White

Simon White, a Bloomberg macro strategist and author known for his insights on global macroeconomics, joins the discussion on the major shifts in financial markets. They delve into the implications of recent U.S. trade policies, particularly the Trump Tariff Tornado. White explains the blow-up of the basis trade, examines the rise of capital nationalism, and shares thoughts on navigating market volatility. The conversation also covers hedging strategies against fluctuating commodities and the significance of fiscal deficits in today's economic climate.

Bloomberg's Macro Strategist, Simon White, joins MacroVoices to discuss inflation, recession narratives, and credit market risks. They explore the potential return of inflation and its implications for asset allocation. The chapter also discusses the deteriorating credit market, the speaker's personal motivation for creating an energy transition documentary series, and analysis of crude oil drawdown and its market implications.

Simon White, Macro Strategist at Bloomberg, discusses the current outlook for the global economy and financial markets. They explore the challenges posed by the uneven recovery of different sectors, analyze the possibility of returning to normalcy post-pandemic, and assess the impact of the Federal Reserve's balance sheet on the economy. They also discuss the Fed's rate decisions, the liquidity outlook for next year, and the importance of understanding technology and AI as non-financial investments.

Simon White from Bloomberg warns about entrenched price growth and potential higher bond yields. Markets unprepared for changes in interest rates. Will financial asset prices need to adjust? Analyst discusses potential ramifications for the economy and recent stock market weakness. Insightful conversation on navigating volatile markets, liquidity flows, gold as an inflation hedge, discrepancies in employment data, and asset selection in uncertain times.

Simon White, Bloomberg's Macro Strategist, joins Patrick to discuss the end of central bank independence, stock market momentum, impact of inflation on different sectors, limitations of the stock market perpetual motion machine, and potential for increased volatility in a low-volatility regime.