Thierry Wizman

Katy Kaminski, Chief Research Strategist at AlphaSimplex, specializes in trend-following strategies and discusses strong equity signals amid AI excitement. She shares insights on gold's rise linked to a weaker dollar and advocates for diversified, multi-asset portfolios. Joining her, Thierry Wizman, Director of Global Currencies & Interest Rate Strategy at Macquarie, analyzes the dollar's recent resilience against global uncertainties and the implications for markets, emphasizing the effects of currency volatility on multinational profits.

Thierry Wizman, a seasoned FX and rates strategist at Macquarie Group, brings his expertise to discuss the recent DOJ subpoenas directed at the Federal Reserve. He emphasizes the potential impacts on market reactions and Powell's future on the Fed board. Alicia Levine, the Head of Investment Strategy at BNY Wealth, offers insights into the resilience of equities, highlighting sector leadership beyond the major tech players. They dive into labor dynamics, economic snapshots, and navigate the complexities of tariffs and inflation, painting a comprehensive market outlook.

Economic strategist Thierry Wizman and economist Michael Darda discuss market uncertainties, earnings reactions, stock strategies, Federal Reserve adjustments, potential rate cuts, and challenges in the electric vehicle industry. Insights on Elon Musk's leadership style are explored, highlighting the importance of separating his persona from his companies' performance.

Economists discuss inflation data and the Fed's focus, insights on FX weakness and US economic outlook, and a deep dive into streaming wars, Meta earnings, and tech regulation.

Guests John Stoltzfus, Elliot Ackerman, Sarah Hunt, and Thierry Wizman discuss topics such as the importance of the consumer and jobs market in 2024, rising geopolitical tensions in the Middle East and Indo-Pacific, potential weaker economic scenarios indicated by six rate cuts, long positions on oil, and catalysts that could drag down stocks in 2024.