))
Kopi Time E114 - US markets with Dr. Komal Sri-Kumar
Manage episode 389397436 series 2902435
Inhalt bereitgestellt von Marco Sparmberg and DBS Bank. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Marco Sparmberg and DBS Bank oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
We do a US market wrap-up for 2023 and outlook for 2024 with our favourite strategist, Dr. Komal Sri-Kumar. No stranger to Kopi Time, Sri is blunt and prescient in his views across asset classes, fiscal and monetary policies, politics, economic growth, and inflation. We discuss the various prevalent and potential sources of market volatility, direction of the US Fed and treasury, path for inflation, rate cuts, and eventual QE next year, and the outlook for credit markets. Sri worries about the health of the US bank and nonbank financial system as the economy slows. He is also quite clear about the distinction the markets make about US assets and US policy. In most countries, outlook for one determines the outlook for the other. But the US remains blessed with certain superpower and mega-market size privileges that allow it to avoid some of these issues, at least in the near term.
See omnystudio.com/listener for privacy information.
100 Episoden
Teilen
