Replay: Why are financial conditions so benign?

- Markets seem abnormally exuberant - It's not just the stronger economy - It's the impact of easy money
  • Full replay of 2 May webinar with Q&A
  • The exuberance in risk assets is less a consequence of a stronger economy than a driver of it
  • The expectation of rate easing was never critical – which is why the exuberance has largely persisted even as yields have backed up
  • It is instead the direct consequence of investor crowding following easy central bank balance sheet policy – and vulnerable to any reduction in CB liquidity
  • Open to clients with Group Webinar or One-on-One subscriptions, and to the press

Replay: Outlook 2024

outlook 2024 webinar snapshot
  • Full replay from 16 Jan webinar with Q&A
  • Why strategists struggled in 2023
  • A better way to think about markets
  • Implications for 2024
  • Open to clients with Group Webinar or One-on-One subscriptions, and to the press

Full replay: The yield is not enough

the yield is not enough video
  • Is the mini-correction in markets a foretaste of something bigger, or does the still-strong real economy give risk assets scope to bounce back?
  • Should investors be rotating out of equities and into bonds, or are the latter still vulnerable to buyers’ strikes against a backdrop of fiscal indiscipline?
  • Open to clients with Group Webinar or One-on-One subscriptions
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