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Brian Leung

Alexandria
As seen in: Vox Media, Nature, Wiley Online Library, The Boston Globe, Science Magazine, The Perks Of Being A Book Lover Podcast, BioRxiv, Palm Beach Post, The Indianapolis Star, WFTV-TV (Orlando, FL), WSOC-TV (Charlotte, NC) and
Founder of @STL_UVA • National Coach @usweightlifting • Author of this great book 👉 bit.ly/100Virginia
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Articles

Flash Macro: U.S. FOMC

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By Henry H. McVey, David McNellis, Brian Leung
| KKR
What do we think the means for our Macro Outlook and for markets? The bias remains hawkish, which allows the bond market to potentially re-establish credibility for the Fed by tightening. Establishing credibility, which Warsh did in his first meeting, has led to higher real yields but lower forward inflation expectations. In fact, the 10-year break-even fell to 2.23% from 2.50% when he first stood at the podium.
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Flash Macro: U.S. FOMC

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By Henry H. McVey, David McNellis, Brian Leung
| KKR
Please enter your business email. Please enter a valid email address. Please enter a professional email address. Fed Chair Kevin Warsh concluded his inaugural FOMC meeting and delivered his first press conference on Wednesday. The Dot Plots dismissal, the installation of task forces to review Fed procedures, and his overall comments all tilted more hawkish, which will likely create more bond market uncertainty in the near-term.
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Flash Macro: Market Update

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By Henry H. McVey, David McNellis, Brian Leung
| KKR
How are we thinking about the capital markets? In recent days, I have spent time with a few different senior relationships from around the world. The common thread in our conversations was that we are moving further away from a world defined by benign globalization and towards one where economic nationalism around certain resources, intensifying geopolitical rivalry, and the weaponization of strategically important resources are becoming more central to policy and market outcomes.
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