Latest news with #Grant's
Bloomberg
03-04-2025
- Business
- Bloomberg
Tariffs, Bonds, and Dollars with James Grant: Macro Matters
The risk to bondholders is that the 2% inflation target becomes unbearable for the Fed, says Jim Grant – founder of Grant's Interest Rate Observer. Grant is joined by Bloomberg Intelligence's Chief US rates strategist Ira Jersey and senior US and Canada rates strategy associate, Will Hoffman to discuss the outlook for US financial markets following a sweeping US tariff announcement. The trio discuss the rise of economic uncertainty and the extent to which recession risk may be priced in markets. They also unpack the role of US exceptionalism and persistent goods disinflation in the context of long term market trends and how it may shift in a world shifting away from free-trade.
Yahoo
18-03-2025
- Business
- Yahoo
Grant's Inaugural Distressed Investing Event
NEW YORK, March 18, 2025--(BUSINESS WIRE)--Grant's Interest Rate Observer today announced its inaugural distressed-investing event. A dozen years of ultralow interest rates misdirected capital, inflated asset prices, distorted risk perception and incited over-leverage. And now come the yo-yo tariffs. Speakers comprise a who's who of authorities on commercial real estate, private equity, private credit, technology stocks, the fine art of "liability management exercises" – and the fast-growing alcohol-free beverage business, a case study in boomtime financialization. The conference will be held at Jay Conference Bryant Park (109 West 39th Street) in New York on Tuesday, April 29 from 8:30am-1:00pm ET. In-person and virtual attendance are both on offer, and the Webcast is available in real time or, shortly after the event wraps up, on-demand. Our speakers include: Keri Findley, founder and CEO, Tacora Capital Sean Goldsmith, co-founder and CEO, The Zero Proof Martin Hale, Jr., founder and CEO, Hale Capital Partners Jonathan Heller, founder, Helix Partners Management David Nemecek, partner, Kirkland & Ellis James Sprayregen, vice chairman, Hilco Global Vik Uppal, founder and CEO, Mavik Capital Management Anthony Yoseloff, managing partner and CIO, Davidson Kempner Capital Management For more information on Grant's and to register for the distressed investing event, please visit About Grant's Interest Rate Observer Independent since its 1983 founding, Grant's searches for opportunities in unconventional places. We peer into the future with an historian's knowledge of the past. We value original thinking, thorough analysis, clear writing – and smart, demanding readers. Actionable ideas are our stock in trade. Apart from the flagship twice-monthly periodical, now in its 42nd year, Grant's publishes Almost Daily Grant's, an early-evening update on the day's financial events; issues a podcast, "Current Yield"; and hosts the annual autumn Grant's conference. View source version on Contacts John PrincipioRiver Communications914.686.5599JPrincipio@ Sign in to access your portfolio
