Thoughts Ahead Of Jackson Hole And Into Early September The MUFG Global Markets podcast

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Thoughts ahead of Jackson Hole and into early September

29d ago 8:35

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Indhold leveret af MUFG EMEA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af MUFG EMEA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week George Goncalves, MUFG Head of U.S. Macro Strategy, puts into context how risk market preferences and a buy the dip mentality has likely led to the bounce from oversold conditions that were present at the early start of August around the adjustments of positioning. George remains cautious and expects more episodic vol events over the end of summer into early Fall. Meanwhile, George highlights what to watch and what may change chair Powell’s message at Jackson Hole with the jobs data being the driver.

… continue reading

107 episoder

#Business #MUFG EMEA #Global Marketing

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Thoughts ahead of Jackson Hole and into early September

The MUFG Global Markets Podcast

published 29d ago

Del

MP3•Episode hjem

Indhold leveret af MUFG EMEA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af MUFG EMEA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week George Goncalves, MUFG Head of U.S. Macro Strategy, puts into context how risk market preferences and a buy the dip mentality has likely led to the bounce from oversold conditions that were present at the early start of August around the adjustments of positioning. George remains cautious and expects more episodic vol events over the end of summer into early Fall. Meanwhile, George highlights what to watch and what may change chair Powell’s message at Jackson Hole with the jobs data being the driver.

… continue reading

107 episoder

#Business #MUFG EMEA #Global Marketing

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