Eric Wiener

speaker
61 appearances 11 recordings 1 series first heard Feb 2026 last heard 11 Sep

Eric Wiener’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
9 · Feb OctJan 26AprJulnow

Recordings per month over the last 12 months — 11 in all, peaking in Feb 2026 with 9.

Appearances

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Talking to bond traders, which we've been doing a lot more of than we usually do on the equities desk, there's a sentiment that the far end of the yield curve, the tens and the thirties, will actually come in if they hike rates because it will be a sign that the Fed is serious about fighting inflation.
Now, whether if we enter into a hiking campaign that that stays with us, that's another story.
That's blue.
What appears to be going on is sort of a consolidation of the AI trade where we're really focusing now on the chip stocks, the memory stocks that are part of the build out of the the AI data centers.
But
Everybody else is kind of taking it on the chin.
The digitalization of Africa is going to power its growth.
what is opec's reaction going to be how much has to be extracted from you know the us how much more development needs to go on to make up for that demand there it opens up a pandora's box of questions that you know the market doesn't really want the market that which really really likes certainty it really likes to know what's coming next this and introduces a whole variable that
You can't really plan for it.
What is OPEC's reaction going to be?
How much has to be extracted from the U.S.?
How much more development needs to go on to make up for that demand?
It opens up a Pandora's box of questions that the market doesn't really want.
The market, which really, really likes certainty, really likes to know what's coming next.
This introduces a whole variable that...
You can't really plan for it.
What is OPEC's reaction going to be?
How much has to be extracted from the U.S.?
How much more development needs to go on to make up for that demand?
It opens up a Pandora's box of questions that the market doesn't really want.
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