Your biggest concern at the moment seems to be the appreciation of the euro against the dollar. We were in Sintra earlier this week where the vice president, Mr. . de Guindos, was talking about 120 as the limit.What is your take on this. So I won't comment on my colleagues commands. It's a general rule, but we look closely at the volatility of the exchange rate.It has been significant since the start of the year with a 13% appreciation of the euro against the dollar. By the way, it's not a specific apprecia ...

Are you a little bit less worried about inflation right now given oil prices have settled. I am not sure that one would say that oil prices have settled, but we are comfortable with the inflation trajectory. I think the central banks have done a real good job taming the great inflation of 2022.And what we didn't have figuring in our analysis was that there could be a shock and that that shock who actually come from and from policy in the form of of tariffs. But there was also a shock that comes as a result ...

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international markets are outperformance, I should say continue into the second half. Well joining us now is Cromwell Darwin, the head of emerging markets portfolio management team at Pimco. It's great to have you back on.Let's start right there. Does outperformance continue. >> Yeah, we think we think it does, Morgan.And we think the outsized gains in emerging market equities and fixed income, as well as the non-dollar, European equities and fixed income were set to continue into the second half of the yea ...

Here's the question for me. What risks are actually worth managing at the moment. Because for a lot of people, they're being rewarded by just ignoring pretty much everything.It's amazing. John. It reminds us a bit of the talking head song, same as it ever was, just looking back a week.You saw that typical geopolitical risk management narrative playing out with the dollar briefly catching a bid. You saw oil prices obviously higher, gold getting a bid, and all of that has quickly reversed. This is one of the ...

Well, joining us is Emily Roland, John Hancock, investment management co-chief uh investment strategist. Emily, what's going on. How are you.What what what what's caught your uh your interest. Like you we we've pointed out insurance companies have a whole different uh sort of a view of the world at times with because you the money has to be there, doesn't it. For a lot of people.That's true, Joe. And you know, today we're obviously focused on the Fed. Thank you for having me on on Fed Day.And I think, you k ...

Roger Ferguson. We got to get to him because he finally is can't wait to cut rates. That's a lie.That former for I I I thought I get someone's attention that way. Uh I would not have talked if I known Roger was former Fed vice chair as well as a CNBC contributor. If that ever does uh happen, Roger, you you let us know and and we'll cancel everything else we got going to put you on to say that.That's how surprising it was. So you did not say that. How are you feeling about the Fed's position right now. I thi ...

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