# Tim Duy

Principales episodios de podcast
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Where Things Stand Now With Inflation and the Fed

Last week was a big one. On Tuesday, we got a CPI report that came in substantially cooler than expected. Then on Wednesday, the Fed hiked 50 basis points, which was a step down from the series of 75 basis point hikes that we had been getting at recent meetings. So where do things stand now? When w…

Closing Bell Overtime: A Bull Vs. Bear Market Debate; Why Zillow Doesn’t See Housing Prices Coming Down Anytime Soon 06/12/23

Stocks closed higher today, near session highs as the Nasdaq notched its seventh straight positive close. Cantor Fitzgerald’s Eric Johnston and Cresset Capital’s Jack Ablin break down the market action. Third Bridge’s Scott Kessler reacts to earnings from tech giant Oracle. Zillow Chief Economist S…

Europe Market Open: No surprises from the BoJ, ECB and Fed speakers ahead

APAC stocks traded higher following the gains on Wall St where the major indices were lifted alongside a weaker dollar and softer yields. The BoJ refrained from any hawkish surprises and maintained its ultra-easy policy settings. European equity futures are indicative of a slightly higher open wit…

US Market Open: Equities firmer, JPY lags following BoJ & metals lift on stimulus; Fed speak due

European bourses are firmer across the board and largely unphased by numerous ECB speakers Stateside, futures post modest gains and await the likes of Fed’s Waller and Barkin as the blackout lifts DXY has lifted off-lows with Yen assisting post-BoJ while EUR pivots OpEx and GBP continues to advanc…

Fed, Chips, Battery Mining, Markets, and Real Estate (Podcast)

Tim Duy, Chief US Economist at SGH Macro Advisors and professor at the University of Oregon, joins to share his thoughts on the Fed. Gerard Barron, executive chairman and CEO at The Metals Company (NASDAQ: TMC), discusses EV battery materials, deep sea mining for them, his company’s performance, an…

PREVIEW: FOMC rate decision due Wednesday 26th July 2023

Summary: The Fed is widely expected to hike rates 25bps in July, taking the target for the Federal Funds Rate to 5.25-5.50%. Markets, and the majority of economists, expect this to be the peak of the hiking cycle, despite Fed guidance for two more rate rises this year (including July). Therefore, a…

Rental Housing & Tenant Protections

On June 26, the City of Eugene will hear views on proposed Phase 2 tenant protections, which is why City Club of Eugene hosted representatives of renters and owners for a debate. UO economics professor Tim Duy provided background and context; Tim Morris, executive director of the Springfield-Eugene…

JP Morgan, the Fed, and UAW (Podcast)

Elliott Stein, Senior Analyst with Bloomberg Intelligence, joins to discuss the news regarding Jeffrey Epstein, JP Morgan, and US Virgin Islands. Brent Schutte, Chief Investment Officer at Northwestern Mutual, joins to discuss markets, investing, and outlook for the economy. Joel Levington, Directo…

The Fed, Interest Rates, and JetBlue

Cam Harvey, Professor at Duke University Faqua School of Business, joins to discuss the FOMC meeting, the Treasury auction, and outlook for a hard landing. Jen Rie, Senior Antitrust Analyst with Bloomberg Intelligence, and George Ferguson, Senior Defense/Aerospace Analyst with Bloomberg Intelligenc…

Closing Bell Overtime: Dow’s losing streak, Nvidia buying opportunity & To Cut, or not to cut 12/17/24

Today’s show features a market panel with Bespoke Co-Founder Paul Hickey & iCapital Chief Investment Strategist Anastasia Amoroso on the Dow’s 9-day losing streak, its longest since 1978 and whether this is a buying opportunity or a warning sign for the market. The once red-hot stock Nvidia closing…