In episode 78, Alex Proimos speaks with Nathan Sheets, PhD, chief economist and head of global macroeconomic research at PGIM Fixed Income.
In this episode, we discuss the state of the global macroeconomic recovery since the COVID-19 crisis hit early in 2020. We cover what should we take away from the recent moves in oil, gold and bitcoin and the early signs of inflation and the rise in the US 10-Year Treasury rate. We then delve into whether the US has reached the end of monetary policy and how likely will the fiscal policy be able to take the lead in the US with Democrats holding a small majority in the house and 50-50 split in the senate. Finally, we wrap up the conversation with a discussion on the concerns regarding the nominee for Secretary of the Treasury, Janet Yellen and whether we will see the convergence of the Federal Reserve and the US Treasury.
Show Notes
This podcast was recorded on January 12 2021. It is intended solely for Professional Investor use. Past performance is not a guarantee of future results. All investments involve risk, including the loss of capital. This material is not for distribution to any recipient located in any jurisdiction where such distribution is unlawful.
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