Economist, asset allocator (New York Life Investments), tea connoisseur. Views are my own. Likes & retweets are not endorsements.
New York, NY
Joined September 2022
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Why not spend an already uncertain year noodling what could disrupt it further? Super cool new disruptive risks piece out from my team: newyorklifeinvestments.com/a…
Central banking people: colleagues at @MacKayShields conducted groundbreaking research on whether Fed programs have permanently repriced credit. Takeaways (so far): the Fed put is dead, but euro area credit appears repriced. Stellar convo here: buzzsprout.com/942931/119143…
Black swan alert. Too soon to tell, but we just put together our list of risks that could break consensus in 2023. Yesterday, the #BoJ beat us to it. Here is an excerpt from our piece, discussing what materialized today and exploring the ripple effects it may have.
I was watching a few factors in today's Fed materials to gauge how to read it. Looks straight ticket hawkish to me.
I don't typically use Twitter as an interview hub but this one from yesterday was one of my favorites ever. Thanks @JonErlichman for the stellar questions. bnnbloomberg.ca/video/despit…
Even for this DC alum, our latest Market Matters guests dropped some serious policy knowledge. SO much fun. Thanks for joining, ladies. @JenGShapiro @JuliaCHermann Listen here or wherever you pod: buzzsprout.com/942931/117134…
Headed into @CNBC to talk stocks with @ScottWapnerCNBC. It’s been a quarter of transition equities - top line still strong, but slowing and with increasing bottom line pressure.
Easy to talk about #volatility these days - in either direction. Loved talking solutions with @JonErlichman yesterday + our views on crypto: bnnbloomberg.ca/the-open/fin…
It's Fed day, and once again I think investors are too hopeful that the Fed will pivot. Powell has one goal: get inflation lower. The rest of our hopes and dreams are irrelevant. Talked about it with my friends @julieshyman @briansozzi & @bradsmith @YahooFinance.
Recently took a roadshow to South Florida. #1 investor concern: how can this New Yorker take her 'quarterly' trip in November, December, January, and February?
U.S. midterms are coming, and investors are asking whether this could be the next risk on their list. My take: it’s policy that matters for markets, not politics. And there’s a bigger policy game in town. @JuliaCHermann and I cover headline and sectoral impacts:
ALT Full episode found here: https://www.newyorklifeinvestments.com/insights/podcast-what-does-and-doesnt-matter-in-the-midterms
