Since 1990, Jim has offered unique perspectives and comprehensive research on the financial markets, monetary policy, and global economic conditions. In this keynote, he will explain how monetary policy and the latest inflation and growth numbers will impact financial markets in 2026.
The Fed is under the microscope like never before, with current Chair Jay Powell’s days at the helm numbered and the Trump Administration putting its stamp on the institution. The fixed-income markets are on edge, with key questions about debts, deficits, and inflation swirling. Plus, investors are trying to discern if a modest slowdown in growth and labor markets will turn into something worse. Find out what to do next in fixed income—with the help of our experts!
The Era of TINA—There Is No Alternative—is over. Bonds are now a competitive investment for investor portfolios. Jim will explain what changed and why—and lay out his case for investing in bonds in the coming year.