28 August 2026
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00 Fed Inflation Fight, Bond Yields and Nvidia's AI Boom 03:37 Fed Will Cut Rates Before It Hikes — Peter Tchir, Academy Securities 19:52 Countries Need to Prepare for More Energy at Home — Peter Tchir, Academy Securities 31:09 Google's TPU Opportunity Is Still Underappreciated — Shweta Khajuria, Wolfe Research 40:15 It's Probably Time for the Fed to Do More — Claudia Sahm, New Century Advisors 53:40 Treasury Supply Angst May Already Be Priced In — Priya Misra, JPMorgan Asset Management 1:07:12 US-Canada Trade Talks Still Have an Opening — Jeannette Lowe, Strategas 1:19:15 Fed Hike Would Be Important Signal to Market — Patrick Harker, Former Philadelphia Fed President 1:28:33 Fed's Silence Gives Other Officials More Power — Seth Carpenter, Morgan Stanley 1:42:15 Global Bond Yields Still Have a Lot of Catching Up to Do — Subadra Rajappa, Societe Generale Americas 1:53:20 Munster Expects Nvidia Revenue to Grow by 90% in 2027 — Gene Munster, Deepwater Asset Management 2:05:22 Fed Can't Shrink Its Balance Sheet Much Further — Mark Cabana, BofA Global Research 2:18:25 5% Treasury Yield Would Be a Buying Opportunity — Matt Orton, Raymond James Investment Management
Federal Reserve Chair Kevin Warsh says U.S. inflation is still too high and opens the door to more rate hikes to fight elevated prices. https://t.co/KJFj8S81DY
No comments:
Post a Comment