Login or Sign Up to continue
EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      

IRF Lunch - Where’s My Landing Gone?

Minack Advisors

Dukes Hotel, 35 St. James's Place London SW1A 1NY

Thu 20 Jun 2024 - 12:00 BST

Topics

Explaining the resilience of the US economy in the face of Fed tightening

Rate markets continue to mis-price the neutral rate. It’s higher for longer!

Risk markets get ahead of themselves, pricing a cycle upswing before there’s been a downswing

Next cycle: blessed are the goods-makers, and go long Japan