

Macro Update: Are We Out of the Woods Yet?
Sep 14, 2023
Host interviews Karen Harris to discuss the effectiveness of the Fed in controlling inflation and the role of financial markets in disinflation. Analyzing the stability of prices and uncertainty in inflation. Exploring interest rates and investor reactions. Assessing the state of the US economy and its ability to withstand rate hikes. Monitoring the macro situation and finding deals.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Analyzing the Stability of Prices and Uncertainty in Inflation
04:09 • 3min
Uncertainty and Market Behavior: Exploring Interest Rates and Investor Reactions
07:13 • 2min
Assessing the State of the US Economy and its Ability to Withstand Rate Hikes
09:43 • 6min
Monitoring the Macro Situation and Finding Deals
15:40 • 2min