David Seif

Rebecca Lissner, CFR senior fellow and former deputy national security adviser, on White House decision-making and Iran tactics. David Seif, Nomura chief economist, on global growth risks from prolonged Middle East conflict. Ellen Wald, Middle East energy expert, on Saudi moves and alternate oil routes. Joe Quinlan, BofA chief market strategist, on portfolio positioning, AI rotation and bond/cash strategies.

David Seif, Chief Economist for Developed Markets, and George Buckley, Chief UK & Euro Area Economist, dive into the widening divide in global central bank policies. They discuss America's dovish Fed outlook versus the UK's recent rate cut and its significant implications for Europe. The duo also analyzes labor market trends and inflation dynamics affecting major economies. From Japan’s rate hike to potential shifts in New Zealand’s economy, they provide keen insights into how these factors shape future market reactions and forecasts.