Real Vision: Finance & Investing cover image

Global Macro: Tariffs and the Fed Policy ft. Joseph Wang

Real Vision: Finance & Investing

00:00

Navigating Economic Indicators and Policy Dynamics

This chapter explores the complexities of determining the neutral policy rate and its implications on the economy, particularly focusing on unemployment trends and recent figures. It discusses the interplay between oil prices, inflation expectations, and interest rates while considering the political landscape's influence on monetary policy. Additionally, the chapter analyzes long-term Treasury yield trends and various structural factors affecting interest rates, providing a nuanced outlook on the economic landscape.

Transcript
Play full episode

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