About this episode
Jennifer Lee, Senior Economist at BMO Capital Markets, joins the program to discuss the Bank of Japan news, the UK narrowly avoiding a recession, and what it means for their central banks. Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins the show to discuss the Fed’s rate hike path and global economic activity. Hans Dau, CEO at Mitchell Madison Group, joins the program to discuss the recent eco data coming out of China, outlook for its economy, and outlook for emerging markets like China and inflation in the US. Ward Bortz, ETF Portfolio Manager at Angel Oak, joins the program to discuss ETF outlook for the year and how it’s performing against the broader market. Jack Farchy, Senior reporter of energy and commodities with Bloomberg News, joins the show to discuss his story about commodity trader Trafigura Group facing huge losses via nickel fraud. Hosted by Matt Miller and Kriti Gupta. See omnystudio.com/listener for privacy information.