Quinton Webb
speaker
45 appearances
3 recordings
1 series
first heard Aug 2025
last heard 17 Dec
Quinton Webb’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Dec 2025 with 2.
Appearances
We are looking at an enormous IPO calendar potentially for next year.
Elon Musk's SpaceX is an obvious one, already worth
$800 billion in the private markets, open AI, it's rival anthropic.
Then on the other side, we've got, for example, some of the mortgage giants that are owned by the US government, Fannie Mae and Freddie Mac could potentially go public.
Industry dynamics are extremely important and profitability and competitive landscape of individual companies matters a lot.
But then on top of that, there is often this kind of broad sense that momentum in the IPO market
is a bit wider.
And so if you have a couple of big deals that go well, investors will be more confident about buying into the next big deal because they don't feel like they're likely to be left with the stock that trades badly after listing.
So you can see that there is quite a big split.
I think you could probably divide them into three big camps.
The hawks, who would probably want to be careful about a cut because they're worried about inflation, which has run above target for several years.
The doves, who would prefer to cut rates because they're worried about where the labor market is headed and they think that the effect of tariffs on inflation is overstated.
And then there's the third camp of
of the kind of undecideds where their public comments today have been pretty carefully hedged and so you can't quite tell where they stand.
And what we saw in mid to late November was that one influential Fed policymaker, John Williams, the New York Fed, came out in favor of a cut
And effectively that signal to the market that a cut was going to be likely because the balance overall was shifting that way.
And Powell was probably likely to go in that direction as well.
There's some sense that some senior Fed officials are close allies of Powell.
Let's put it that way.
And so if they say something, it's likely to track with what he's thinking.
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