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Bilal Hafeez on Bloomberg TV
Bilal Hafeez on Al Jazeera
Bilal Hafeez on Bloomberg TV
FX | Rates
Viresh Kanabar
Market Implications Canada: We are neutral CORZ6 but are becoming more favourable to a bullish 5s stance on the 2s5s10s CGB fly. Japan FX: We turned neutral USD/JPY as the flow story has lost momentum. From here, a bullish JPY view can now be better expressed via bearish CHF/JPY. Japan Rates: We retain a bias […]
Viresh Kanabar
Market Implications Canada: We are neutral CORZ6 but are becoming more favourable to a bullish 5s stance on the 2s5s10s CGB fly. Japan FX: We turned neutral USD/JPY as the flow story has lost momentum. From here, a bullish JPY view can now be better expressed via bearish CHF/JPY. Japan Rates: We retain a bias […]
Antonio Del Favero
October Fed Is Asymmetric. The Probability of a Hike Is At Least 40%, Not 20% As Priced Currently, I expect a strong jobs report and the core CPI print to come in at 0.2% (and likely round down to that level). The jobs report will be on November 6, and the next FOMC meeting will […]
Dominique Dwor-Frecaut
Summary The Fed views AI primarily as a near-term positive demand shock, eventually offset by longer-term productivity gains. In my view, AI is raising some capital and energy prices, but there is little evidence of broader second-round inflation. The FOMC may be underestimating a more immediate disinflationary channel: AI-driven weakness in employment and wage growth. […]
Apurv Jain is the Founder and CEO of MacroX, a San Francisco-based startup building a real-time measurement layer for the global economy using alternative data. Before MacroX, Apurv built machine-learning investing systems at Microsoft, traded FX derivatives at Deutsche Bank, and worked at Bridgewater Associates. His research experience spans Microsoft Research and Harvard Business School, with publications and invited talks across academia, central banks, and global forums including Davos and the World AI Summit. He holds degrees from Georgia Tech and the University of Chicago and is passionate about mixed martial arts.
Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy.
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank.
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PM at Point 72
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