On this Tuesday's edition of Boiler Room, Alfonso Peccatiello is joined by Viktor Shvets, Managing Director, Head of Asia Pacific & Global Strategy at Macquarie Group. With an almost four-decades-long investment banking career, Viktor shares his insights at the nexus of finance, technology, politics & history.
Viktor walks us through wether or not the Fed will be able to carefully navigate their current rate hike & tightening cycle or will they have to reverse their policy. What will the Fed's actions throughout 2022 spell for markets & other areas of the economy? To find out, you'll have to tune in!
--
Follow Viktor: https://twitter.com/ViktorShvets
Follow Alfonso: https://twitter.com/MacroAlf
Follow Blockworks: https://twitter.com/Blockworks_
Subscribe To The Macro Compass: https://themacrocompass.substack.com/
Read The Great Rupture: https://rb.gy/i66gyh
Subscribe To The Blockworks Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
00:00 Introduction
00:55 Viktor's Market Outlook
05:19 Will The Fed Get Their Soft Landing?
10:28 Trouble In Forex Markets: Japanese Yen
15:48 Unpacking The R-Star
24:11 Will Central Banks Have To Reverse Their Policy?
29:09 Regime Change Is Overhyped
No Comments