The Big Picture | Jens Nordvig - When Rates Will Peak & How It Drives Everything
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Welcome to The Big Picture, OPTO's new macro show, in association with MarketReader, where our mission is to decode the complex world of macroeconomics, sifting through an unprecedented amount of financial data to make sense of the forces driving markets.
Meet Jens Nordvig, our macro expert and co-host, who brings a wealth of experience from his roles as a Managing Director at Goldman Sachs, Senior Investment Associate at Bridgewater, and Head of Fixed Income Research at Nomura. In 2021, Jens co-founded MarketReader, dedicated to explaining market movements through innovative empirical real-time analysis.
In this first episode, we explore interest rates' past, present, and future and their profound impact on the financial landscape. Jens deciphers the economic signals leading up to the Fed's pivotal September meeting, delves into the Fed's current stance on interest rates, and explores whether it signifies a policy shift and the conclusion of the current hiking cycle. We also delve into a comprehensive analysis of the recent spike in NFP data, the repercussions of interest rates on equity markets, and how biotech companies and the tech sector are taking centre stage as the financial landscape continues to evolve.
Stay tuned for more episodes as we cover new macro themes each month. Enjoy!
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