Castuner

Tactical Take

Natixis Investment Managers

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Odcinki

12 odcinków

  1. AI still dominates, but is the market ready to broaden? 22:13
  2. Higher rates, higher oil. So why is growth holding up? 22:31
  3. Fed policy, yen intervention, and why bond yields keep rising 30:08
  4. Does the AI stock correction change the outlook? 23:31
  5. Markets weigh AI bubble risk as Fed outlook turns hawkish 22:23
  6. Tech strength holds as inflation heats up 31:34
  7. Markets rebound after Iran ceasefire, but risks remain 22:17
  8. Iran war, oil backwardation, and the Fed’s next move 23:11
  9. When policy, AI, and markets test investor conviction 27:57
  10. Growth to inflation: 4 things that may surprise in 2026 20:15
  11. Employment, inflation, and AI: Looking back on 2025 19:40
  12. Credit spreads are tight – and why this may not change soon 8:16