

Surveillance: Live From Jackson Hole '23
Aug 25, 2023
Join Tom Keene, Jonathan Ferro and Lisa Abramowicz, live From the 2023 Jackson Hole Symposium with esteemed guests including Mohamed El-Erian of Queens' College Cambridge, Tracy Alloway of Bloomberg Odd Lots, Patrick Harker of the Philadelphia Fed, Kristalina Georgieva of the IMF, and Barry Eichengreen of UC Berkeley. They discuss Chairman Powell's speech, complexities of monetary policy, housing market recovery, fracture of the global economy, and the significance of the 2% target inflation rate.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Complexity and the Challenges of Monetary Policy
02:16 • 11min
Chair Powell's Speech and Implications
13:01 • 4min
Analyzing Bond Market Action and Paul's Speech on the Neutral Rate
16:43 • 16min
Housing Market Recovery and Ads from P.Gym and RingCentral
32:33 • 2min
Fracture of the Global Economy
34:46 • 12min
The Significance of the 2% Target Inflation Rate and the Dollar's Credibility
46:59 • 3min