Webinars & seminars
Webinar
:
August 6, 2024
Navigating the economic outlook for North America in H2 2024
Gain deep insights into the macro implications and market takeaways for North American economies in H2 2024.
Webinars & seminars
Webinar
:
August 6, 2024
Navigating the economic outlook for North America in H2 2024
Speakers
Sebastien McMahon
Carlos Serrano
John Velis
Hosts
Meghna Shah
Duration
Language
English
Watch our on-demand webinar and explore the macro implications and market takeaways for the North American economies in H2 2024. This session features:
- Sébastien McMahon, Chief Strategist, Senior Economist & VP, Asset Allocation & Portfolio Manager, iA Global Asset Management
- Carlos Serrano, Chief Economist, BBVA Mexico
- John Velis, FX and Macro Strategy, BNY
Key topics include:
US Economic Outlook
- Nearing an economic equilibrium?
- Way forward for demand stability and inflation moderation
- Fed’s reaction function and easing potential
- Yield curve inferences
Canadian Economic Insights
- Economy's per capita recession
- All about debt levels, inflation, and interest rates
- Household incomes vis-à-vis household debt
- Implications for fixed income assets and exchange rate
Mexican Market Trends
- Economic linkages to American electoral outcome
- Balancing fiscal pressures post peak policy rates
- Monetary policy to take cues from Fed
- Sovereign yields, spreads, CDSs and exchange rates
Navigating the economic outlook for North America in H2 2024
Speakers
Hosts
Duration
Language
English
Watch our on-demand webinar and explore the macro implications and market takeaways for the North American economies in H2 2024. This session features:
- Sébastien McMahon, Chief Strategist, Senior Economist & VP, Asset Allocation & Portfolio Manager, iA Global Asset Management
- Carlos Serrano, Chief Economist, BBVA Mexico
- John Velis, FX and Macro Strategy, BNY
Key topics include:
US Economic Outlook
- Nearing an economic equilibrium?
- Way forward for demand stability and inflation moderation
- Fed’s reaction function and easing potential
- Yield curve inferences
Canadian Economic Insights
- Economy's per capita recession
- All about debt levels, inflation, and interest rates
- Household incomes vis-à-vis household debt
- Implications for fixed income assets and exchange rate
Mexican Market Trends
- Economic linkages to American electoral outcome
- Balancing fiscal pressures post peak policy rates
- Monetary policy to take cues from Fed
- Sovereign yields, spreads, CDSs and exchange rates
speaker
Moderator & KEYNOTE
In-house speaker
Sebastien McMahon
,
Chief Strategist, Senior Economist & VP, Asset Allocation & Portfolio Manager
iA Global Asset Management
speaker
Moderator & KEYNOTE
In-house speaker
Carlos Serrano
,
Chief Economist
BBVA Mexico
speaker
Moderator & KEYNOTE
In-house speaker
John Velis
,
FX and Macro Strategy
BNY
This event will be recorded and the recording will be shared globally with Macrobond contacts and hosted on the Macrobond website and third-party video platforms.
This event is private and invitation only.
All opinions expressed in this content are those of the contributor(s) and do not reflect the views of Macrobond Financial AB.
All written and electronic communication from Macrobond Financial AB is for information or marketing purposes and does not qualify as substantive research.
Synopsis
Watch our on-demand webinar and explore the macro implications and market takeaways for the North American economies in H2 2024. This session features:
- Sébastien McMahon, Chief Strategist, Senior Economist & VP, Asset Allocation & Portfolio Manager, iA Global Asset Management
- Carlos Serrano, Chief Economist, BBVA Mexico
- John Velis, FX and Macro Strategy, BNY
Key topics include:
US Economic Outlook
- Nearing an economic equilibrium?
- Way forward for demand stability and inflation moderation
- Fed’s reaction function and easing potential
- Yield curve inferences
Canadian Economic Insights
- Economy's per capita recession
- All about debt levels, inflation, and interest rates
- Household incomes vis-à-vis household debt
- Implications for fixed income assets and exchange rate
Mexican Market Trends
- Economic linkages to American electoral outcome
- Balancing fiscal pressures post peak policy rates
- Monetary policy to take cues from Fed
- Sovereign yields, spreads, CDSs and exchange rates
Date:
August 6, 2024
Location:
Times:
Duration:
Hosted by:
Meghna Shah
Additional session
Date:
August 6, 2024
Times:
Duration:
Hosted by:
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