We’re kicking off our new bi-weekly market and macroeconomic update series with a bang. Hear from Global Macro Analyst Boris Kovacevic on why November is shaping up to be the best month for risk assets this year as investors have priced in expectations for a major central bank pivot.
In our latest global macro podcast, we distill the recent market moves and set out our thesis for why we are anticipating a macro interest rate regime shift going into 2024.
We’ll cover:
1. The incoming macro interest rate regime shift
2. Why the dollar is on track for its best month this year
3. Why US bonds are set to surge the most since 2008
4. Why markets may be priced for a soft landing and Fed rate cuts
Disclaimer: Converge is Convera’s new podcast that discusses a range of financial services topics. We want to remind our listeners that the information shared on this podcast is for informational purposes only and should not be considered financial advice. Please note that the opinions expressed on Converge are solely the opinions of the host and the guests, not Convera’s.