Lead-Lag Live cover image

Skanda Amarnath & Michael Gayed: Unraveling the Fiscal Policy-Inflation-Asset Prices Nexus

Lead-Lag Live

00:00

The Long and Variable Legs of the Fed

The whole monetary policy acts with long and variable lag seems to be somehow lost. The SBB stuff is quite a good tell, right? I think he wanted to hike 50 basis points at the March FMC meeting prior to the blow up of SBB. If they go through the actual mechanisms underneath it all, I think they would probably have been more on top of stuff like the Silicon Valley bank fallout.

Play episode from 09:55
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app