The End of the Beginning

By: Jason Thomas
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The End of the Beginning - Global Insights

The time for rate cuts has arrived but don’t expect the Fed to deliver the scale of easing anticipated by some market participants.

The End of the Beginning is a Global Insights report from Head of Global Research & Investment Strategy Jason Thomas which acknowledges that the time for rate cuts has arrived. It addresses talk of interest rate “normalization,” the potential for market symmetry to return as M&A volumes rebound and evaluates the scale of easing expected by some market participants.


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ABOUT THE EXPERT

Jason Thomas is Head of Global Research & Investment Strategy at Carlyle. Mr. Thomas helps to formulate firmwide investment strategies and serves as the Chief Investment Officer for managed accounts and the economic adviser to the firm’s Global Private Equity and Credit Investment Committees. 

Prior to joining Carlyle, Mr. Thomas served on the White House staff as Special Assistant to the President and Director for Policy Development at the National Economic Council. In this capacity, Mr. Thomas acted as the primary adviser to the President for public finance.

Mr. Thomas received a BA from Claremont McKenna College and an MS and PhD in finance from George Washington University, where he studied as a Bank of America Foundation, Leo and Lillian Goodwin Foundation, and School of Business Fellow.

Mr. Thomas has earned the chartered financial analyst designation and is a Financial Risk Manager certified by the Global Association of Risk Professionals.