Simply Put

By: Will Compernolle
  • Summary

  • A new podcast from FHN Financial looking at the most important things driving fixed income markets and the macroeconomy. Every episode features experts who give unique insights on topics like the regional banking landscape, commercial real estate, or how to translate Federal Reserve policy into market strategies. Tune in to better understand what’s been moving markets lately, and what to keep an eye on in the weeks and months ahead. Listen and subscribe wherever you get your podcasts
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Episodes
  • Peter Ryan on How Rising Deficits are Shaping the Treasury Market
    Nov 15 2024
    Treasuries function as the benchmark asset in bond markets, underscoring their importance in borrowing rates and global financial conditions. As fears of higher future Treasury supply loom large, bond investors look to certain metrics to help understand how well the market is absorbing increasing levels of public debt. Changes in Treasury yields reflect underlying macroeconomic fundamentals, but they are also driven by central banks’ balance sheet management, the maturity profile of newly issued securities, and the market response when new debt comes to market. In this episode, we talk with Peter Ryan, Managing Director and Head of International Capital Markets and Strategic Initiatives at SIFMA, about the day-to-day mechanics of the Treasury market, how to interpret Treasury auctions, and how rising federal deficits are shaping the longer-term bond market outlook.
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    30 mins
  • LIVE with Chris Low and Thomas Coleman on the Lessons of the Pandemic Economy
    Nov 1 2024
    The economy has consistently defied expectations since 2020, prompting important questions about the soundness of the models used by the Fed and most economists. High inflation persisted much longer than the Fed predicted, inflation fell substantially without significant labor market weakening, and the economy weathered aggressive Fed tightening by growing above its estimated long-run potential. In this episode, Chris Low, Chief Economist of FHN Financial, and Thomas Coleman, Senior Lecturer at the Harris School of Public Policy at the University of Chicago, reflect on the biggest economic lessons of the last few years and how to reconsider fundamental macroeconomic relationships for future cycles. This interview was recorded live at Morgan’s on Fulton in Chicago on October 16.
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    50 mins
  • Lucy Eve on Managing the Risks around US Elections
    Oct 18 2024
    With control of the White House and House looking up for grabs, the post-election policy landscape looks highly uncertain only weeks before November 5. The priorities of the new president will run up against an unpredictable amount of Congressional and judicial pushback, creating a wide range of estimates for growth, inflation, federal deficits, and subsequent Fed policy. In this episode, we talk with Lucy Eve, Director of Global Macro-Geoeconomics with Eurasia Group, about the economic implications of various electoral outcomes, what the Presidential winner can do with and without Congressional cooperation, and how to manage risks amidst all the uncertainty.
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    41 mins

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