November 2022
Astute insight and unique perspectives for an ever-changing world
Read Latest Newsletters
- Three Bites Before Thanksgiving – John Velis PhD – November 21, 2022
- Brazil: Lula Is Back, Monitor SOEs – Daniel Tenengauzer – November 18, 2022
- iFlow Monitor, November 17, 2022
- China Reopening Will Look Different – Geoffrey Yu – November 17, 2022
- iFlow Weekly, November 16, 2022
- iFlow Insights Archive
Contributors
COMMENTATOR, Morning Briefing
Daniel Tenengauzer, Head of Markets Strategy, BNY Mellon Markets
Daniel is our head of markets strategy and leader of the Aerial View market commentary platform. In this role, he provides clients with original insights into the world's asset and currency flows. He is also a media spokesperson for the bank, commenting frequently on global macroeconomic and geopolitical issues.
COMMENTATOR, iFlow Monitor
John Arabadjis, Head of Macro Strategy Product & Analytics, BNY Mellon Markets
John is responsible for developing macroeconomic metrics and analytics, both for BNY Mellon and our clients, by applying the tools of data science to vast amounts of proprietary, market and macroeconomic data. Informed by his background in astrophysics, John’s areas of specialization include behavioral finance, alternative data, multi-asset risk management, sustainable investing, private equity and quantitative investment management.
COMMENTATOR, Morning Briefing and Chart of the Day
John Velis, FX and Macro Strategist for the Americas, BNY Mellon Markets
In his capacity as FX and macro strategist for the Americas, John leads our North American cross-asset class commentary, with a particular focus on analyzing Federal Reserve monetary policy, inflation and employment data. A highly sought-after commentator on financial television networks around the globe, John has also been instrumental in the development of our suite of iFlow filters.
COMMENTATOR, Morning Briefing and Chart of the Day
Geoffrey Yu, FX and Macro Strategist for EMEA, BNY Mellon Markets
Geoff Yu is an FX and macro strategist for EMEA, BNY Mellon Markets. A proven analyst and commentator on foreign exchange markets and asset allocation, Geoff is also a specialist on economic and political developments in China. He formerly served as the UK CIO for UBS Wealth Management and as a senior FX strategist for UBS Investment Bank. Raised in the UK and China, Geoffrey holds a double BA from Carleton College in the USA and an MSc in Finance from the London School of Economics.
SENIOR APAC MARKET STRATEGIST
Wee Khoon Chong, SENIOR APAC MARKET STRATEGIST, BNY MELLON
Hugely experienced in Asian financial markets on both the buy-side and the sell-side, Wee Khoon brings a fully-rounded perspective to his strategy and commentary work. His career has been split between portfolio manager, trader and strategist roles, and as a fluent Mandarin, Cantonese and Malay speaker, he brings a dash of local knowledge to his analysis of APAC markets across asset classes.
DATA SCIENTIST
Juliette Eastwood, Macro Strategy Product and Analytics Team, BNY Mellon Markets
Juliette Eastwood is a data scientist on the Macro Strategy Product and Analytics team, specializing in developing metrics of investor behavior using a wide array of econometric tools on vast amounts of proprietary and markets data. Prior to joining Bank of New York Mellon she worked as a data scientist at Scienaptic Systems, a technology startup, where she developed machine learning interpretability methods and predictive analytics. Juliette earned a Bachelor of Science in Mathematics and a Masters in Political Economy from the University of Arizona.