Unhedged Central bankers do nothing. Markets respond
Jun 13, 2024
Chris Giles, The FT’s economics commentator, joins the host to discuss the recent actions of the Federal Reserve and the market's response. They delve into central bankers' challenges, rate arbitrage, US election impact, and analyze the relationship between currency fluctuations and inflation in the Eurozone.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Challenges in Central Bank Forecasting and Market Expectations
01:30 • 10min
Central bankers' perspectives on the US election, rate movements, and legacy considerations
11:01 • 3min
Being Wrong and Transatlantic Interest Rate Diversion
13:35 • 2min
Analyzing Currency Fluctuations and Inflation in the Eurozone
15:11 • 3min