Win Thin

Win Thin, Chief Economist at Bank of Nassau, offers insights on labor market trends and the potential for Fed easing, suggesting it could boost equities. Scott Diamond, Co-Head of Goldman Sachs' Municipal Bond Team, discusses the heavy issuance in the muni market, explaining strategies for accessing these bonds and predicting sustained issuance into 2026. Together, they dive into the macroeconomic landscape, including the impact of AI on capital expenditure and the evolving dynamics of the municipal bond market.

Win Thin, Chief Economist at Bank of Nassau, dives into U.S. growth concerns, arguing that momentum is fading and tariff pressures could inflate costs. He warns about the downside risks looming over the economy. Ethan Bronner, Bloomberg's Israel bureau chief, shares insights on the Israel-Gaza conflict, including shifting perceptions of U.S. reliability in the region and the complexities of negotiating with Hamas. He discusses Israel's military strategy and the challenge of balancing internal and external pressures amid a contentious political landscape.

Win Thin, Chief Economist at Bank of Nassau 1982 Limited, shares his insights on the dollar's cyclical downturn. He and fellow expert Audrey Childe-Freeman discuss how weak labor market data could lead to further Federal Reserve rate-cut discussions. They analyze the implications of fiscal policies and tariffs on currency dynamics, highlighting the bearish outlook for the dollar against the euro. The duo also emphasizes the merits of defensive currencies like the Swiss franc as global economic uncertainties loom.