Thierry Wizman

Ian Bremmer, Eurasia Group founder, on a shifting global order and de-risking strategies. Thierry Wizman, Macquarie FX strategist, on Japan’s policy pivot, yen dynamics and Pacific Rim opportunities. Frances Donald, RBC chief economist, previews a heavy week of U.S. data, inflation and labor quirks. Jean Boivin, BlackRock research head, links AI to growth, productivity and emerging market winners.

Katy Kaminski, Chief Research Strategist at AlphaSimplex, specializes in trend-following strategies and discusses strong equity signals amid AI excitement. She shares insights on gold's rise linked to a weaker dollar and advocates for diversified, multi-asset portfolios. Joining her, Thierry Wizman, Director of Global Currencies & Interest Rate Strategy at Macquarie, analyzes the dollar's recent resilience against global uncertainties and the implications for markets, emphasizing the effects of currency volatility on multinational profits.

Thierry Wizman, a seasoned FX and rates strategist at Macquarie Group, brings his expertise to discuss the recent DOJ subpoenas directed at the Federal Reserve. He emphasizes the potential impacts on market reactions and Powell's future on the Fed board. Alicia Levine, the Head of Investment Strategy at BNY Wealth, offers insights into the resilience of equities, highlighting sector leadership beyond the major tech players. They dive into labor dynamics, economic snapshots, and navigate the complexities of tariffs and inflation, painting a comprehensive market outlook.

Daniel Flax, tech and markets analyst at Neuberger Berman, breaks down hyperscaler capex and AI impacts on software and semiconductors. Edward Mills, Washington policy analyst at Raymond James, discusses U.S.-Iran tensions, geopolitical risk and political timing. Thierry Wizman, macro strategist at Macquarie, covers Fed minutes, dollar valuation and how AI and deregulation could reshape monetary outlook.

Economic strategist Thierry Wizman and economist Michael Darda discuss market uncertainties, earnings reactions, stock strategies, Federal Reserve adjustments, potential rate cuts, and challenges in the electric vehicle industry. Insights on Elon Musk's leadership style are explored, highlighting the importance of separating his persona from his companies' performance.