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cover of episode It's Complicated

It's Complicated

2022/11/22
logo of podcast Macro Minutes

Macro Minutes

Shownotes Transcript

2022 was complicated, but it was dominated by a one-sided risk event - how high would rates go. 2023 should be even more complicated; policy scenarios could oscillate between various outcomes depending on the depth of the growth slowdown and inflation dynamics.

Participants: 

  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Amy Wu Silverman (Desk Strategy), Head of Equity Derivatives Strategy

** Research Analyst opinions are their published views, independent of those expressed by Desk Analysts*