Jay Back on The Open Show

Jay makes the bullish case for European assets as Russia shuts in NS1 & yet gas prices fall sharply suggesting the bad news is in the price. The discussion turns to the US and Jay notes his view that the Fed will raise 75 bps in its upcoming meeting but that will end the front loading exercise and mark a peak for the USD which will set off significant asset allocations changes in favor of EM and non US assets.

https://www.bloomberg.com/news/videos/2022-09-07/-bloomberg-the-open-full-show-09-07-2022?sref=ftskAWJe