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YouTube

The Macroeconomic Outlook - A Balancing Act

Milken Institute via YouTube

Overview

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Explore a comprehensive panel discussion on the macroeconomic outlook and its implications for investors. Delve into the significance of the inverted yield curve, the Federal Reserve's dovish stance, and global growth challenges. Gain insights from industry experts on navigating volatile markets, leveraging new technologies to address globalization issues, and identifying crucial indicators for asset allocation strategies. Learn about the interplay between geopolitical factors, economic trends, and market dynamics as panelists discuss fixed income outlooks, global economic perspectives, and potential risks and opportunities in various regions, including the US, Europe, and China. Examine topics such as Brexit's impact, capital markets, risk appetite, and central bank policies to develop a well-rounded understanding of the current economic landscape and its potential future directions.

Syllabus

Introduction
Global Economic Outlook
Fixed Income Outlook
Global Outlook
China Stimulus
European Politics
Upside Risks
US
Europe
Brexit
Capital Markets
Global Economy
Risk Appetite
Brexit Impact
Brexit Elections
Jeremy Corbyn
Is the Fed gonna get inflation up
The key analytical issue for central banks
Black Swan

Taught by

Milken Institute

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