HeyJaredCurrent Account with Clay Lowery
Each week, Clay Lowery at the Institute of International Finance highlights current issues in international finance and economics through the lens of U.S. policy and politics.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
Episode 155 – Here You Come Again, Higher Yields (Jackson Hole Edition) (opens the original)
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As markets return from the summer with a series of surprises, investors are grappling with a changing economic landscape. In this episode of Current Account , Clay is joined by Marcello Estevão, Chief Economist and Managing Director at the IIF, to unpack three of the biggest stories shaping global markets: rising long-term bond yields, the joint U.S.-Japan intervention to support the yen, and the key messages emerging from this year’s Jackson Hole conference. They explore what these developments
Episode 154 – The Long and Winding Road — EU Competitiveness and Basel III (opens the original)
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Can regulators promote growth and competitiveness while preserving financial stability? In this episode of Current Account , Clay is joined by IIF's Kyle Grieser, Director, Regulatory Affairs, and Miguel Lobo, Policy Advisor, to examine two major developments shaping the future of banking regulation: the ongoing implementation of Basel III and the European Commission’s new banking competitiveness agenda. They discuss how post-crisis reforms have strengthened the banking sector, why policymakers
Episode 153 – The Show Must Go On — Recapping the 2026 NATO Summit (opens the original)
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As geopolitical tensions reshape security priorities across the Atlantic, defense has become an increasingly important economic and financial issue. In this episode of Current Account, Clay Lowery is joined by Dr. Torrey Taussig, Director of and a Senior Fellow at the Transatlantic Security Initiative in the Atlantic Council’s Scowcroft Center for Strategy and Security, to unpack the outcomes of the recent NATO Summit in Ankara and what they reveal about the future of the alliance. They discuss
Episode 152 – Jaw-Jaw or War-War? — An Update on Iran (opens the original)
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The conflict involving Iran has entered another period of uncertainty, with diplomatic efforts faltering and regional tensions rising once again. In this episode of Current Account, Clay is joined by Hal Brands, professor at the Johns Hopkins School of Advanced International Studies and columnist for Bloomberg Opinion, to assess the latest developments and what they could mean for the Middle East and beyond. They discuss the collapse of recent diplomatic agreements, the strategic objectives of t
Episode 151 – The Fast and the Furious 5.1 — Fueling Up for Frontier AI (opens the original)
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As frontier AI models become more powerful, concerns about cybersecurity risks are moving to the forefront of policy and business discussions. In this episode of Current Account , Clay is joined by Martin Boer, General Manager and Chief Representative for Europe at the IIF, to examine how advances in AI could reshape the cyber threat landscape. They discuss why security experts are paying close attention to the latest generation of AI systems, how financial institutions are preparing for emergin
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