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"Slow-cession" Expected for 2024, Says Moody's Analytics' Cris deRitis

Oc 17, 2023 – FS Insider speaks with Cristian deRitis, Deputy Chief Economist at Moody's Analytics, on their expectation for increasing economic headwinds into 2024. Cristian discusses their baseline forecast for what he characterizes as...

Jacob Shapiro on the Israel-Hamas War, Iran Involvement, and Wider Regional Conflict

Oct 16, 2023 – Events are unfolding very quickly on the ground in Israel but FS Insider just spoke with Middle Eastern expert Jacob Shapiro to discuss what led up to the invasion by Hamas into Israel, what is happening currently, and how...

Michael Pettis on the GDP Problem

Oct 12, 2023 – Today, we’re going to discuss the difficult issue of accurately measuring an economy’s growth and then, secondly, the problem of actually trying to compare different economies in terms of their relative strength when...

Inflation Fight Will Be 'War of Attrition', Says Tom Essaye

Oct 11, 2023 – Following a breakout of war in the Middle East, heightened geopolitical tensions, and a spike in oil prices, the stock market has surprisingly rallied higher. Why? Tom Essaye at Sevens Report research discusses...

Global Technology Arms Race

Oct 10, 2023 – Woody Preucil, Senior Managing Director at 13D Research and Strategy, discusses the global arms race underway over technology, which is helping to drive a trillion-dollar upgrade cycle expected over...

Gary Shilling Discusses US 'Debt Bomb', 2024 Outlook

Oct 6, 2023 – US national debt is rising at a very fast clip and Dr. Gary Shilling explains how this could lead the US into a so-called debt trap or 'debt bomb'. What does that mean and what could that look like? Gary explains his view on this and...

US Treasury Prepping for 2024 Buyback Program

Oct 4, 2023 – Jesse Myers, author of the popular substack newsletter Once in a Species, details a recent announcement made by a Treasury market official on their plans to begin repurchasing US government debt in 2024. Though this...

Markets Reacting to New Era of Interest Rate Policy, Says Jeff Christian

Oct 3, 2023 – Global markets are in the process of pricing in a new era of interest rates akin to the 40-year period from the 1960s lasting up until the 2000s, says Jeff Christian. Jeff outlines a number of ways this will likely impact tax policy...

Bloomberg's Simon White on the Next Inflationary Wave

Sep 27, 2023 – FS Insider speaks with Simon White, a macro strategist at Bloomberg LP and also the co-founder of the institutional research firm Variant Perception. Simon says we are currently seeing a weakening in both...

Global Rise in Yields Pressuring Markets, Says Peter Boockvar

Sep 26, 2023 – Peter Boockvar, author of the widely-read Boock Report, explains how the steep rise in bond yields (borrowing costs) across the globe is beginning to put a strain on the economic and market outlook. Peter discusses the impact...

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