13min chapter

RiskReversal Pod cover image

LFG with Jefferies’ Chief Optimist David Zervos

RiskReversal Pod

CHAPTER

Monetary Policy Under New Leadership

This chapter explores the current landscape of monetary policy led by Jay Powell at the Federal Reserve, considering his past with President Trump and future interactions with the current administration. The speakers analyze potential candidates for key economic roles, the implications of their selection, and how these shifts could influence market performance. Emphasizing complexities such as interest rates and the Federal Reserve's balance sheet, they project the future of economic policy amidst global uncertainty.

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