Vania Stavrakeva

Vania Stavrakeva, an Assistant Professor of Economics at the London Business School and Harvard PhD, dives deep into exchange rate dynamics and macroeconomic news. She discusses innovative research methodologies that improve currency forecasting and explores the effects of carry trades on asset pricing. The conversation also highlights the impact of mutual fund flows on stock prices, especially in emerging markets. Additionally, Vania shares insights on the integration of big data and AI in finance, revolutionizing how analysts approach market trends.

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, dives into how markets may react to potential rate cuts and the prospects for a fall rally in equities. Tina Fordham, founder of Fordham Global Insight, discusses Kamala Harris’s centrist pivot at the DNC and its implications for the upcoming election. Dr. Vania Stavrakeva, an economics professor, shares insights on the surprising growth of the Russian economy amid sanctions and the broader implications for global economic dynamics.

Lauren Goodwin, Chief Market Strategist at New York Life, discusses the economic divide of 'Two Americas' and its impact on market outlook. Vania Stavrakeva, Professor at London Business School, shares insights on Europe’s PMI performance and expectations for ECB rate cuts. Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence, predicts Bitcoin's rise to $100,000 and delves into the natural gas market's future amidst changing trade dynamics. The conversation reveals key trends in global equities and energy sectors.