Bloomberg Surveillance
Markets Price in the Latest CPI and Trump-Harris Debate
Sep 11, 2024
Ebrahim Rahbari, an independent economist and former strategist at Citigroup, shares his expertise on disinflation trends and their potential effects on the U.S. economy. Javier Blas, a Bloomberg Opinion columnist focused on energy markets, delves into the complexities of oil pricing and recent debates surrounding energy policies. The conversation highlights the relationship between CPI data, inflation expectations, and the Federal Reserve's monetary strategies, all while navigating the political implications showcased in the recent Trump-Harris debate.
40:05
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Quick takeaways
- The current economic landscape is characterized by a shift towards consumer demand as a crucial driver of recovery, influencing inflation expectations.
- The Federal Reserve is likely to implement a 25-basis point rate cut in response to evolving economic conditions and inflation data.
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