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Ryan Lemand
France
เข้าร่วมเมื่อ 25 พ.ค. 2022
Interview on @AlArabiyaBusiness on January 29th, 2025
We expect the Fed to hold rates tomorrow for several reasons:
- There is big uncertainty regarding President Trump's upcoming fiscal policies, whereby the Fed has to sync with to have an adequate interest rate policy. The US has avoided a recession thanks to the strong coordination between fiscal and monetary policy
- The tariffs that are being imposed on imported goods, which will be inflationary over time
- The massive overvaluation of equities and high rates on bonds and treasuries, which are both inflationary as well
- Jobs that continue to hold quite well
We expect the USD to appreciate following the Fed holding rates tomorrow, with the exception of the Yen, which should appreciate against the USD, and the bigger move in the 140s handle will happen when the BoJ raises rates
- There is big uncertainty regarding President Trump's upcoming fiscal policies, whereby the Fed has to sync with to have an adequate interest rate policy. The US has avoided a recession thanks to the strong coordination between fiscal and monetary policy
- The tariffs that are being imposed on imported goods, which will be inflationary over time
- The massive overvaluation of equities and high rates on bonds and treasuries, which are both inflationary as well
- Jobs that continue to hold quite well
We expect the USD to appreciate following the Fed holding rates tomorrow, with the exception of the Yen, which should appreciate against the USD, and the bigger move in the 140s handle will happen when the BoJ raises rates
มุมมอง: 31
วีดีโอ
Interview on @AsharqBusiness on January 21st, 2025
มุมมอง 184 ชั่วโมงที่ผ่านมา
Covering US and Europe
Interview on @AsharqBusiness on January 27th, 2025
มุมมอง 437 ชั่วโมงที่ผ่านมา
DeepSeek has now erased more than $2 trillion worth of market cap in US stocks. NVIDIA lost more than $500B in market cap! DeepSeek is a the new AI GPT that a Chinese startup has rolled out, here are some facts and figures: OpenAI’s GPT-4: $600M training cost DeepSeek: $6M total And DeepSeek R1 is open source. DeepSeek is not just cheaper to build-it’s also cheaper to run. OpenAI: $100 per mill...
Interview on @AlArabiyaBusiness on January 21st, 2025
มุมมอง 12821 ชั่วโมงที่ผ่านมา
- President Trump’s inauguration speech was eventful: he cancelled 78 decision made by the previous administration, announced tariffs on Canada and Mexico starting February 1st, halted government hiring, and many other things - President Trump made no mention of China, apart from the Panama Canal that it is being operated by China and that he wants it back, so no visibility on tariffs, nor did ...
Interview on @AlArabiyaBusiness on January 14th, 2025
มุมมอง 14414 วันที่ผ่านมา
- Mr Trump will be between a rock and a hard place: lower interest rates or setting tough tariffs. Both will not work in tandem. It will be interesting to see how he times his policy roll out - California is the 5th largest economy in the world. Larger than France's, UK's and it is currently suffering the worst natural disaster in the history of the US, which will cost $150bn to $200bn. This wi...
Interview on @azharitv2 on January 13th, 2025
มุมมอง 8014 วันที่ผ่านมา
- During December, rates markets, controlled by institutional investors, and stock markets, controlled by retail investors, diverged. Rates markets experienced price drops (interest rates going up, contrary to the Fed's interest rate cuts), while stocks continued to rise. This persisted until stock markets realized that something was amiss, as margin funding costs for buying stocks were rising ...
Interview on @AsharqBusiness on January 9th, 2025
มุมมอง 6221 วันที่ผ่านมา
- US stocks blinked, they are realizing inflation could come back and interest rates could end up being higher than anticipated. Also, Mr Trump is back in a few days, and back are the days of Twitter posts that drive market volatility - Job numbers will be dependent on Government spending. If Elon Musk proceed with cuts and deficit reduction aimed at civil servants, then we should expect jobs t...
Interview on @Bloomberg_Live discussing @markets on January 7th, 2025
มุมมอง 5821 วันที่ผ่านมา
- It all hinges on President-Elect Trump and the policies that he intends to implement. Going for: high tariffs, Government spending reduction and deficit narrowing will have to impact the US economy in a sensible fashion, which in turn will impact risk assets. This is being reflected clearly by the 10-year Treasury. However, if finally Mr Trump implements policies that are milder than announce...
Interview in @AlArabiyaBusiness studios in Dubai on January 6th, 2025
มุมมอง 17121 วันที่ผ่านมา
- First of all gold, I said it several times on Alarabiya appearances, when gold was at $2,500 that it was going to $2,700, and I reiterate that as long as current conditions are aligned, gold is heading to $3,000 - For virtual asset, with Mr Gensler gone from the SEC's helm, the sky is the limit for Bitcoin's prices, subject to avoiding issues like FTX and SVB, or a new policy maker hindering ...
Interview on @AlArabiyaBusiness on December 30th, 2024
มุมมอง 13328 วันที่ผ่านมา
- No Christmas rally as expected and mentioned in previous interview on AlArabiya. The uncertainty about how quickly President Trump will implement his policies, namely reducing government spending are keeping markets in limbo - On the other hand, inflation's resurge and consumer credit card default surge are not contributing to the mix
Interview on @AsharqBusiness on December 25th, 2024
มุมมอง 113หลายเดือนก่อน
1. Reduced Government Spending & the Deficit - Under proposed “DOGE” policies-focused on cutting government outlays-federal spending growth may slow. - Fact: Historically, reducing government expenditures by even 1-2% of GDP can cool short-term growth, as public projects and transfers shrink. - Implication: Slower government outlays can ease the deficit but often dampen domestic demand, possibl...
Interview on @AlArabiyaBusiness on December 24th, 2024
มุมมอง 186หลายเดือนก่อน
We discussed US, Europe and Japan: - US, rates are calling the Fed policy as a bluff, we are almost back to May's rates on the 10-year. Mr Tump's policies will eventually be inflationary - Europe is a mess, Mr Barou, France's new PM as approval ratings of 30%! - Japan's BoJ will eventually have to increase rates, good luck carry trade
Monthly show on @cnbcarabiaTV covering the Fed decision 18/12/2024
มุมมอง 94หลายเดือนก่อน
We discussed the Fed, monetary policy and fiscal policy in depth, which I will not reiterate, however, the below summarizes the bulk of my views expressed during the interview: The United States relies heavily on deficit spending and government hiring for short-term economic stimulation, avoiding recessions but failing to address deeper challenges. The national debt exceeded $33 trillion in 202...
Interview on @AsharqBusiness on December 18th
มุมมอง 109หลายเดือนก่อน
- This is the big day, where the totally expected 25bps cut will take place, while the Fed is in a policy vacuum given the political administration will be changed early January, with a whole new stance - It is a tough one for the Fed, given the jobs market remaining strong on the back of government deficit spending, inflation come back, and stocks which are at all time highs - It is totally co...
Interview on @AlArabiyaBusiness on December 18th, 2024
มุมมอง 221หลายเดือนก่อน
Under the new US administration, there is a clear policy shift towards reducing government spending and increasing efficiency in fiscal operations. This approach will likely lead to a lower neutral rate for the economy. As a result, the Federal Reserve may need to adjust its monetary stance, requiring lower interest rates to maintain economic equilibrium. Until now, the Federal Reserve's high i...
Interview on @Bloomberg_Live on December 11th, 2024
มุมมอง 71หลายเดือนก่อน
Interview on @Bloomberg_Live on December 11th, 2024
Interview on @AlArabiya on December 10th, 2024
มุมมอง 54หลายเดือนก่อน
Interview on @AlArabiya on December 10th, 2024
Interview on @AlArabiya on December 4th, 2024
มุมมอง 111หลายเดือนก่อน
Interview on @AlArabiya on December 4th, 2024
Interview on @SkyNewsArabia on December 3rd, 2024 #بزنس_مع_لبنى
มุมมอง 382หลายเดือนก่อน
Interview on @SkyNewsArabia on December 3rd, 2024 #بزنس_مع_لبنى
Interview on @AsharqBusiness on December 3rd, 2024
มุมมอง 116หลายเดือนก่อน
Interview on @AsharqBusiness on December 3rd, 2024
Interview on @AlArabiya on November 28th, 2024
มุมมอง 1132 หลายเดือนก่อน
Interview on @AlArabiya on November 28th, 2024
Interview on @AsharqBusiness on November 25th, 2024
มุมมอง 532 หลายเดือนก่อน
Interview on @AsharqBusiness on November 25th, 2024
Interview on @AlArabiya on November 20th, 2024
มุมมอง 1642 หลายเดือนก่อน
Interview on @AlArabiya on November 20th, 2024
Interview on @Bloomberg_Live @markets on November 18th, 2024
มุมมอง 612 หลายเดือนก่อน
Interview on @Bloomberg_Live @markets on November 18th, 2024
Interview on @AlArabiya on November 14th, 2024
มุมมอง 1592 หลายเดือนก่อน
Interview on @AlArabiya on November 14th, 2024
Monthly live coverage of Fed's meeting on @cnbcarabiaTV Nov. 7th, 2024
มุมมอง 982 หลายเดือนก่อน
Monthly live coverage of Fed's meeting on @cnbcarabiaTV Nov. 7th, 2024
Interview on @AsharqBusiness on November 6th, 2024
มุมมอง 952 หลายเดือนก่อน
Interview on @AsharqBusiness on November 6th, 2024
Interview on @AlArabiya on November 6th, 2024
มุมมอง 1372 หลายเดือนก่อน
Interview on @AlArabiya on November 6th, 2024
Interview on @AlArabiya Business on October 31st, 2024
มุมมอง 1052 หลายเดือนก่อน
Interview on @AlArabiya Business on October 31st, 2024
Interview on @SkyNewsArabia #بزنس_مع_لبنى on October 29th, 2024
มุมมอง 983 หลายเดือนก่อน
Interview on @SkyNewsArabia #بزنس_مع_لبنى on October 29th, 2024
مفيد جداً 👍
شكراً جزيلاً أسامة
😅
great
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Very insightful as always Dr.Rayan
Dr. you’re the best 👍🏻
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وماذا عن مابعد التأثير السلبى لإنخفاض معدلات التشغيل. هل نشاهد تصحيح مثل ماحدث بأغسطس وبنفس السرعه ؟
👍
Always a pleasure to listen to Dr. Rayan’s analysis
Thank you very much for your kind comment
👍👍
كلام رائع دكتور … ولكن اعتقد ادا استمرت ( مس يلين )بضغ الترليونات هذا سيصعد سوق الاسهم مجرد رأي !! ولكم جزيل الشكر .
شكرا جزيلا و انا أوافقك الرأي
انت رجل محترف في الاقتصاد 👍🏻👍🏻 ولكن اعتقد هنا في امريكا لا شيء يسير وفق القواعد الاقتصادية كلو صاير مضاربة واستغلال الفرص 🤭 لذلك اعتقد وول ستريت نزلت السوق كي تسحب الاموال والمشترين الجدد لرفع الاسعار مرة اخرى هذا رائي المتواضع …. ولكم جزيل الشكل .
بانتظار تعقيبك على قرار الفيدرالي هذا المساء 💐
اتفق معاك استاذ راين بس اعتقد الفدرالي سيبقى دوفش الى حدا ما بغض النظر عن المؤشرات الاقتصادية والسبب كما تفضلت هي الانتخابات 🤷🏻♂️.
Happy birthday 🎁 ❤
Thank you Osama!
Dr. Lemand you are one of the best analysts in the Middle East
Thank you very much for your kind comment and for following my media appearances
أفضل المحللين 👍
شكرا جزيلا
برنامج رائع ومقارنة جميلة جدا بين فكريتين دارجتين بالسوق 👍🏻👍🏻👍🏻 انا اتفق مع د. ريان بموضوع الذهب العيني واتفق جزئيا مع استاذ عمرو بموضوع البتكوين
أشكرك على تعليقك الموضوعي واللائق. أتمنى لو جميع المعلقين يحذون حذوك
thank you sir
قناة سكاي نيوز جميلة بس فيه أغلاط مطبعية. ويادكتور من انت جمب الاستاذ عمرو
شكرا على لطفك، معك حق، أنا ما لي قيمة أمام الاستاذ عمرو
👍
Thank you
أنا أتابعك ومستمتع، استمر 👍
شكرا جزيلا
Excellent interview
❣️ 'PromoSM'
Boring
Get a life
@@ryanlemand9735 Give me back the 60 seconds it took to watch this lame video.
@@EricMoore-g8fI am telling you, you need to get a life
@@ryanlemand9735 So basically, buy a jeep and drive through the desert making lame videos?🤣🤣🤣🤣🤣
@@EricMoore-g8fYes for a loser like you to spend his time watching them and commenting them because you have a lame life with nothing else to do
Wow!
ممكن تعطينة رائيك استاذ ريان عالبتكوين والتحركات المؤسساتية مثل شركة بلاك روك للحصول على موافقة من SEC لصناديق البتكوين ETF ؟؟ مع جزيل الشكر
سيتم مناقشة هذا الموضوع في المقابلة القادمة على قناة العربية بناء على طلبك وتم تأكيد ذلك من قبل منتج القناة. مع الشكر
دائما في انتظارك د. رايان انت مدرسة في الاقتصاد !! جزيل الشكر 👍🏻👍🏻
Excellent interview. Well done Dr. Rayan. Please add more videos.
สวัสดีคะดิฉันขอเคนเชอร์คิววาตี้ทุกทุกท่านดิฉันไม่เคยใด้เงินจากใครเลยสักบาทดิฉันขอทำเองกับคำปานิตนะคะฟีด
Great to see this great man, expounding his thoughts.
the best 👍🏻 I'm following you Doc.
you're the best Mr. Ryan thank you 👍🏻
Interesting!
awesome analysis by Dr Ryan, thank you