Скачать или смотреть Weekly Global Market Q&A with Roger Hirst & Damian Horner | Week 2

In Week 2 of our Weekly Global Market Q&A, Macro Analyst Roger Hirst is joined by Strategist Damian Horner to address some of the most pressing questions investors are asking about monetary policy, liquidity, and risk assets.

This session focuses on separating market noise from underlying macro signals , with an emphasis on how policy decisions translate into real market dynamics.

In this episode, we discuss:

• Whether the US Federal Reserve is cutting rates due to recession fears
• What the New York Fed’s recession probability indicators are actually signalling
• How labour market uncertainty , including AI-driven distortions , is complicating policy decisions
• Why rate cuts alone do not necessarily lead to sustained rallies in risk assets
• The importance of capital availability, not just the cost of capital
• Whether rising long-dated yields could limit the impact of lower policy rates

We also explore:

• Growing expectations around Quantitative Easing (QE) or “QE-lite”
• Why funding market stresses and rising refinancing needs matter
• How policymakers may seek to prevent financial stress rebuilding through 2026

If you follow global macro trends, central bank policy, or cross-asset dynamics, this Q&A provides important context beyond the headlines.

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📌 This content is for educational purposes only. Not financial advice.

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