An interesting week leads us to trim both upside but also downside risks. The balance is still in some question, with the potential for a little upside in the US and Asia. A spirited debate about the internal reaction function of Fed Chair Warsh ensues after this week’s comments in Sintra.

 

Speakers:

Bruce Kasman

Joseph Lupton

 

This podcast was recorded on 2 July 2026.

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