Steven Major

Peter Tchir's favorite hedge is calls on the treasury market. Steven Major observes evidence of capitulation in the markets. Julie Norman predicts the Israel-Hamas war will define the region's future. Erika Najarian discusses bank earnings. Doug Kass factors geopolitical risk into his market outlook.

Steven Major, a fixed-income veteran now with Tradition, shares insights on yield-curve positioning, highlighting the importance of the five-year/5-30s as a key metric for understanding Fed sensitivity. From Dubai, he discusses the city’s transformation into a global hub. Jim Caron, an experienced bond market manager, evaluates default risks and forecasts how bond markets will interact with equities, asserting that they won't undermine equity performance by 2026. A fascinating dive into the intricacies of the fixed-income landscape!

Steven Major, Global Head of FI Research at HSBC, shares keen insights on the bond market's impact on global economies. He discusses the recent decline of the 10-year government bond yield and its implications for monetary policy. Kelly Ann Shaw, former Deputy NEC Director, delves into trade policy dynamics, particularly regarding tariffs impacting Canada, Mexico, and China. Meanwhile, Michael Kushma, CIO at Morgan Stanley, highlights the disconnect between income and spending, offering valuable predictions on future inflation and market behavior.

Steven Major, HSBC’s global head of fixed-income research, joins Bloomberg Intelligence strategists Ira Jersey and Will Hoffman to delve into the complexities of bond markets. They discuss the determinants of long-term interest rates and how supply influences yields. Regulatory constraints on dealer-intermediation are examined, alongside a contrarian outlook for global bonds. The conversation emphasizes the need for intellectual honesty in economic research while exploring the shifting dynamics between goods and services consumption.

Global finance experts Steven Major and James Lord delve into bond market outlooks and currency dynamics, while geopolitical strategist Tina Fordham discusses potential ceasefires and investor concerns. The podcast covers a wide range of topics from bond yields and fixed income strategies to political conflicts and economic impacts.

Sam Stovall predicts a 5% stock market decline, Nela Richardson discusses changing hiring practices, Lydia Boussour and Steven Major analyze global bond markets and economic outlooks. Topics include stock market declines, labor market shifts, retirement planning, tech sector performance, and Federal Reserve rate cuts.

Lauren Saidel-Baker, an economist from ITR Economics, discusses the latest U.S. PCE data and its implications for the economy. Tom Schoenberg tackles the accusations against short-seller Andrew Left, exploring the legal ramifications. Steven Major sheds light on bond market dynamics amid rising yields. Nathan Dean analyzes the aura surrounding Kamala Harris’s presidential campaign, weighing political strategies against economic conditions. Each guest brings unique insights, connecting finance and politics in a fascinating discussion.

Stephanie Roth analyzes Q1 inflation data and potential US growth slowdown, Steven Major shares fixed income outlook, and David Rosenberg discusses US equity amid cooling inflation. Topics include market reactions to disinflation, Fed's rate cuts, global bond market movements, inflation trends, stock market performance, and impact of weight loss drugs on food companies and clothing retailers.

Experts from BlackRock, HSBC, and Goldman Sachs discuss Fed's concerns, market narratives, interest rates, and inflation trends. Emphasis on strong earnings in US equity market, AI themes, Nikkei T25, treasuries dynamics, and Federal Reserve rate cuts amidst inflation trends.

The podcast featured Torsten Slok, Apollo Global Management Chief Economist, discussing the Fed stepping harder on the brakes. Earl Davis, BMO Asset Management Head of Fixed Income & Money Markets, doesn't expect any Fed hikes next year. Pierre Ferragu, New Street Research Head of Global Technology Infrastructure, highlights China's dependence on Apple. Steven Major, HSBC Global Head Of Fixed Income Research, predicts sideways yields. Anna Ashton, Eurasia Group Director China Corporate Affairs and US-China, discusses the systemic China slowdown.