https://www.bbc.co.uk/sounds/play/w172zbfvl91sm19
Tony Nash joined Peter Lewis’ Money Talk and expresses concerns about the Federal Reserve’s decision to maintain an easy money policy despite rising inflation and wages. He criticizes Powell’s dovish stance and predicts a shift towards a more hawkish tone from other Fed speakers. The discussion also touches on the impact of Fed policies on markets, inflation, labor supply, and the economy in general.
Tony Nash joins the BBC Business Matters podcast and discusses the impact of the new law broadening the definition of state secrets in Hong Kong. He highlights the potential for businesses and individuals to relocate due to concerns about liability and uncertainties surrounding the enforcement of the law.
Tony Nash joins BFM 89.9 to discuss the current state of US stocks, noting the rise in the S&P 500 forward PE ratio above 20 times for the first time in two years. He mentions that some analysts believe US stocks may be overvalued but points out that stocks like Nvidia are contributing significantly to the market earnings.