Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks
Macro Hive Conversations With Bilal Hafeez · Bilal Hafeez
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Show Notes
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 industrial policy, understanding US housing, and much more.
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