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Global Macro Update Archive, October 2022

A Stagflationary Storm
  • October 28, 2022

A Stagflationary Storm

This week, I spoke with Vincent Deluard, director of global macro at StoneX, an institutional financial services network.

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A Toxic Brew for Pension Funds
  • October 21, 2022

A Toxic Brew for Pension Funds

This week, I spoke with Ben Hunt, co-founder and CIO of Epsilon Theory, a newsletter and website that examines the markets through the lenses of game theory and history.

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Mortgage Rates Headed to Below 5%
  • October 14, 2022

Mortgage Rates Headed to Below 5%

This week, I spoke with real estate and mortgage expert Barry Habib, founder and CEO of MBS Highway. At the SIC 2022 in May, Barry accurately predicted that inflation would rise further and that mortgage rates would go up, creating a rough patch for the mortgage industry and homebuyers.

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