Archive List for Squawk Box

Fed officials seem to ‘have no idea what’s going on,’ strategist says

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CNBC

Julian Howard, head of multi-asset solutions at GAM, discusses recent remarks from Federal Reserve officials and the outlook for U.S. inflation and monetary policy.

India’s election will be much closer than expected, says economist

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Shumita Deveshwar, chief India economist at GlobalData.TSLombard, says the feeling on the ground in India shows a tighter election race than opinion polls have suggested.

China’s property sector won’t be a wealth creator moving forward, says KraneShares

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Xiaolin Chen, head of international at KraneShares, says China’s real estate sector is in need of consolidation.

Renewable applications of copper have a ‘very strong long term story,’ CIO says

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Chris Wyllie, CIO at Connor Broadley, discusses the outlook for investing in copper and the industry more broadly.

‘There is an optical element to this,’ analyst says on future BOE rate decisions

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Francesco Garzarelli, chief economist at Eisler Capital, discusses the prospect for future rate cuts from the Bank of England ahead of an expected election.

France, Germany and China trying to create positive tit-for-tat relationship, professor says

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Douglas Yates, professor at the American Graduate School in Paris, discusses how President Xi’s recent trip to France reflects China and the EU’s attempt to navigate increasing polarisation, subsidies and Russia.

‘Every bubble ensues from widespread conviction,’ says Oaktree’s Howard Marks amid AI boom

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Howard Marks, co-chairman of Oaktree Capital Management, discusses the AI boom and market bubbles, saying “this stuff isn’t easy.”

Bank of America strategist on why gold prices could climb to $3,000 per ounce

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Michael Widmer, head of commodities research at Bank of America, discusses the outlook for gold prices and the mismatch between copper supply and demand.

Israel-Iran conflict: All sides are keen to de-escalate, professor says

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Mehran Kamrava, professor of government at Georgetown University Qatar, says “I think we might have seen the end of that tit-for-tat strike.”

Iran likely to dismiss limited strike from Israel, consulting firm says

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Giorgio Cafiero, CEO of Gulf State Analytics, said he was “cautiously optimistic” that Israel and Iran would be able to avoid moving up the escalation ladder after Israel carried out a limited strike on Iran.