EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 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