NDR: On the road with Joe Kalish

Our Chief Global Macro Strategist Joe Kalish is meeting with NDR clients across Europe. If you were to sit in on these conversations, you would learn what Joe is thinking about how restrictive central bank policies are and how long they need to stay that way. He also discussed whether we are headed for a soft landing or stagflation. Joe addressed who will buy all of the Treasury issuance and some of the risks for 2024. Stay tuned for more as we follow Joe on the road. 

If you would like to read more of Joe's work, request a trial here.