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Listen "The Macro View From Europe | Gerhard Massenbauer"
Episode Synopsis
In our latest occasional interview episode, we welcome Gerhard Massenbauer, chief analyst at Treasury Scout, to the Rosenberg Roundup. Gerhardt is an incisive commentator with over 25 years of experience in global and European FX and rates who is never afraid to make a bold call.
We cover the opportunities opening up in Europe, what the sequencing of rate cuts will mean for investors, how the post-election evolution of fiscal policy will drive global interest rates, as well as touching on Gerhard’s view on gold, and his global FX picks.
For a 30-day free trial of our research, click here:
https://web.rosenbergresearch.com/RosenbergRoundupTrial
We cover the opportunities opening up in Europe, what the sequencing of rate cuts will mean for investors, how the post-election evolution of fiscal policy will drive global interest rates, as well as touching on Gerhard’s view on gold, and his global FX picks.
For a 30-day free trial of our research, click here:
https://web.rosenbergresearch.com/RosenbergRoundupTrial
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