Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks

Macro Hive Conversations With Bilal Hafeez · Sep 1, 2023 · 44m

Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he was a Managing Director and Head of US Rates and MBS Strategy at Deutsche Bank. And in the 1990s, he was Co-head of Asset-Liability Management at Freddie Mac, where he was responsible for managing one of the world's largest fixed income derivatives portfolios and trading desks. In this podcast we discuss w hy the Fed still needs to hike rates, the importance of US fiscal and…