Holger Schmieding

Brian Belsky, CEO and CIO at Humilis Investment Strategies, shares insights on the resilience of the US secular bull market and the potential impact of economic data on yields. Holger Schmieding, Chief Economist at Berenberg, discusses the Eurozone's stability and inflation outlook, highlighting a shift from globalization to regional trade. Shannon O'Neil from the Council on Foreign Relations talks about the complexities of US supply chains and the geopolitical implications of shifting economic policies. Engaging perspectives abound on thriving amidst challenges!

Libby Cantrill, PIMCO public policy chief, on Congress timing, tariffs and housing levers. Holger Schmieding, Berenberg chief economist, on global inflation, central bank moves and safe-haven currency flows. Dan Skelly, Morgan Stanley markets strategist, on AI capex, market positioning and why bonds are rallying. Short, punchy conversations about political timing, disinflation risks and tech-driven market shifts.

Holger Schmieding, Chief Economist at Berenberg, shares insights on the economic ramifications of Germany's elections, highlighting the rise of fringe political parties like the AFD. Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley, discusses market dynamics, focusing on the tension between tariffs and inflation. They explore the impact on corporate growth, shifting investment trends, and the interplay between politics and economic stability in Europe and the U.S. The conversation reveals a complex landscape that investors must navigate in today's volatile market.

Dan Skelly, a Morgan Stanley Wealth Management strategist, on market allocation and the clash between AI spending and software disruption. Holger Schmieding, a transatlantic economist at Berenberg, on tariffs’ delayed inflationary effects and labor market pressures. They discuss bond-equity links, uneven AI impacts across software, and looming inflation data.

Chief Investment Strategist at Charles Schwab, Bloomberg Opinion Columnist, founder of Pangaea Policy, and Chief Economist at Berenberg discuss market reactions to UK and US elections, investing strategies, market concentration, balance sheet strength, profitability in companies, aftermath of elections, concerns about President Biden, potential DNC changes, economic outlook for Europe, and insights on economics and finance.