LFG with Jefferies’ Chief Optimist David Zervos
RiskReversal Pod
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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