• Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making

  • May 13 2024
  • Duración: 49 m
  • Podcast
Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making  Por  arte de portada

Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making

  • Resumen

  • This week, we'll get fresh inflation data in the US, which will inevitably feed into the Federal Reserve's future decisions to raise, hold or lower benchmark interest rates. Meanwhile, the Biden administration is preparing to announce new tariffs aimed at curbing Chinese imports in key industries, including electric vehicles, batteries and solar cells. On this episode, we speak to Odd Lots favorite Viktor Shvets. The Macquarie strategist has a way of threading the needle between major global events and reaching back into history to provide context for our current macroeconomic moment. He describes the US central bank as a prisoner of its own policies, namely data dependency and the "dot plot." Meanwhile, China faces "massive" overcapacity problems as more and more countries put up barriers to its exports. We also talk about generational shifts and what they mean for investment.

    See omnystudio.com/listener for privacy information.

    Más Menos

Lo que los oyentes dicen sobre Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.