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Kopi Time E114 - US markets with Dr. Komal Sri-Kumar
Manage episode 389397436 series 2902435
Kandungan disediakan oleh Marco Sparmberg and DBS Bank. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Marco Sparmberg and DBS Bank atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
We do a US market wrap-up for 2023 and outlook for 2024 with our favourite strategist, Dr. Komal Sri-Kumar. No stranger to Kopi Time, Sri is blunt and prescient in his views across asset classes, fiscal and monetary policies, politics, economic growth, and inflation. We discuss the various prevalent and potential sources of market volatility, direction of the US Fed and treasury, path for inflation, rate cuts, and eventual QE next year, and the outlook for credit markets. Sri worries about the health of the US bank and nonbank financial system as the economy slows. He is also quite clear about the distinction the markets make about US assets and US policy. In most countries, outlook for one determines the outlook for the other. But the US remains blessed with certain superpower and mega-market size privileges that allow it to avoid some of these issues, at least in the near term.
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