The Macro Trading Floor Dario Perkins: These Central Banks Better Pivot Fast
Mar 22, 2024
Dario Perkins and Alf discuss how Central Bankers have been lucky rather than skilled in managing inflation and labor markets. They explore the impact of supply chain disruptions on real incomes and vulnerabilities in labor markets. The podcast also examines the cautious approach of central banks and the disconnect between market sentiment and economic indicators.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Exploring AC Milan Fandom and Macroeconomic Predictions
04:42 • 2min
Central Bank Actions and Economic Outlook
06:31 • 11min
Analysis of Supply Chain Impact on Real Incomes and Vulnerabilities in Labor Markets
17:40 • 2min
Central Banks' Cautious Approach and Market Disconnect
20:05 • 17min