Bear With Us? Talking Markets Amidst the Maelstrom

Market volatility is subsiding but risk managers are still determining whether the recent, sharp moves and unusual correlation dynamics in stocks, bonds and currencies have run their course, or if they were preludes to upsets to come. The trade discussion is sure to roll on for the next several months and fiscal policy dynamics are likely to evolve in ways markets must consider. The key question is whether the repricing thus far across assets is sufficient. This week, Street Signals changes its format to discuss these questions, as a roundtable of three senior members of the Macro Strategy Team talk about their current thinking and how outlooks have changed. Dan Gerard and Marvin Loh join from the team in Boston and your host, Tim Graf, sheds his usual agnostic stance in adding to the debate.

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