Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange Analysis at Citi. The team was top ranked in the Institutional Investor Global Fixed Income Survey. Prior to that, Ebrahim was Head of Global Macroeconomics at Citi. Ebrahim studied at Oxford and holds a PhD in Economics from London Business School. In this podcast we discuss:  

• How to play US elections 
• Short- and long-term impacts of a Trump or Harris win 
• Why US economy is doing well 
• Post-election pent-up demand 
• Inflation risks and MMT victory 
• Fed cycle and parallels to 1990s 
• Fed vs ECB decision making 
• European and UK outlook 
• Favourite trades 
• Dollar view 
• Books mentioned: The Longevity Imperative: Building a Better Society for Healthier, Longer Lives (Scott) 

You can follow Ebrahim here. 

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)