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NAM talks
A weekly webinar in an entertaining talk show format with special guests drawn from NAM’s broad pool of investment and business experts
Macro,News and Insights
Advertising Material for professional investors only* The Federal Reserve is still trying to gain control of the inflation narrative on Wall Street but far more importantly on Main Street. It is yet to fully succeed, but likely will prevail by front loading tightening, signaling a likely series of 50 basis point rate hikes ahead of…
NAM talks
A weekly webinar in an entertaining talk show format with special guests drawn from NAM’s broad pool of investment and business experts
The ECB might hike initially faster than expected
Macro,News and Insights
Advertising Material for professional investors only* A wise client of a Swiss bank once argued that she traded currencies not to make money but to earn it somewhere else. Trading currencies enables you to understand relative forces and a wide variety of economic mechanisms. For example, from 2002 to roughly 2011/2013 the rise of BRICs…
When the Fed regains control
News and Insights
Advertising Material for professional investors only* Investors familiar with Emerging Markets know that in a wage inflation spiral, the central bank must maintain a tight monetary policy by having real interest rates that are sufficiently positive (5Y inflation is a tad above the 5Y sovereign, see Graph below). This also helps avoid imported inflation from…