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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKey takeaways on the markets and economy from Berkshire's annual meetingAnneka Treon, Chief Economist at Van Lanschot Kempen, and Barbara Goodstein, Managing Partner at R360, discuss Berkshire Hathaway's annual shareholder meeting and the broader markets.
Persons: Anneka Treon, Van Lanschot Kempen, Barbara Goodstein Organizations: Berkshire Locations: Van
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe direction of managing the inflation is problem is really encouraging, says Anneka TreonAnneka Treon, Chief Economist at Van Lanschot Kempen, discusses inflation, the economy, and markets.
Persons: Anneka, Treon, Van Lanschot Kempen Locations: Van
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: If your risk-free rate is 5%, then you should start looking at risk differentlyAnneka Treon, Chief Economist at Van Lanschot Kempen, discusses what's driving the markets and what she's advising clients to consider.
Persons: Treon, Van Lanschot Kempen Locations: Van
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: Consumers are actually healthy, which makes the Fed's decision so complicatedAnneka Treon, Chief Economist at Van Lanschot Kempen, discusses her expectations for August CPI and its impact on the markets.
Persons: Van Lanschot Kempen Locations: Van
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: The economy is slowing down, but you don't see it in the equity marketsAnneka Treon, Chief Economist at Van Lanschot Kempen, discusses global inflation, monetary policy, and the outlook for the markets.
Persons: Van Lanschot Kempen Locations: Van
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo market watchers discuss the path forward for inflation and the economySeema Shah, Chief Global Strategist at Principal Asset Management, and Anneka Treon, Chief Economist at Van Lanschot Kempen, discusses CPI and PPI, as well as where to invest in the markets.
Persons: Seema Shah, Anneka Treon, Van Lanschot Kempen Organizations: Global, Asset Management, CPI, PPI Locations: Van
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Old economy' is hot again, says economist Anneka Treon on European markets outperforming Wall St.Anneka Treon, Van Lanschot Kempen chief economist, joins 'Last Call' to discuss European markets and what is driving big gains in Euro markets.
Persons: Anneka Treon, Anneka, Van Lanschot Kempen
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: The Fed's high level of data dependency raises a long-term riskAnneka Treon, Chief Economist at Van Lanschot Kempen, discusses the markets, the Fed's next move, and the outlook for inflation.
Persons: Treon, Van Lanschot Kempen Locations: Van
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: It's interesting how well markets have held up amid months of talk about recessionAnneka Treon, chief economist at Van Lanschot Kempen, discusses whether the U.S. economy is headed towards a hard landing, and says the biggest driver of markets in recent months has been liquidity.
Treon: It does feel like markets are starting to get complacent
  + stars: | 2023-02-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: It does feel like markets are starting to get complacentAnneka Treon, chief economist at Van Lanschot Kempen, discusses what appeared to be muted reaction to the CPI data, and why it may still be too early to bank on a Fed pivot.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: If the Fed were to let go of the 2% inflation target would be catastrophic in restoring its credibilityAnneka Treon, chief economist at Van Lanschot Kempen, discusses how the market is focused too much on a Fed pivot, and the risk is that shift takes longer than expected.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: The bond market is the anchor for pricing of everything, and there are signals now the market is getting unhingedAnneka Treon, chief economist at Van Lanschot Kempen, discusses the current chaos in the bond market, and how that's challenging the case for buying equities.
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