Macro Hive Conversations With Bilal Hafeez

Phil Suttle on Fed Murdering Expansions and Bond Worries

Jan 27, 2023
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1
Introduction
00:00 • 2min
2
What Are the Signs of a Recession?
01:47 • 5min
3
Is There a Supply Demand Mismatch in the Labor Market?
06:48 • 4min
4
Is the Fed Defeating Inflation Dragon?
10:46 • 2min
5
Is the Fed's Credibility a Question?
12:37 • 3min
6
Is the Fed in a Recession?
16:02 • 2min
7
Is There a Recession?
17:55 • 2min
8
What's Your Expectations for China?
19:43 • 3min
9
Will China's Reopening Affect US Growth?
22:53 • 3min
10
Is There an Inflation Problem?
25:48 • 4min
11
Are You Surprised That Inflation Didn't Go Higher in Japan?
29:48 • 2min
12
Is the Supply Side Negative Affected by Russia?
31:21 • 5min
13
What's Going to Happen in 24?
35:55 • 3min
14
What Does That Mean for the Bank of England?
38:40 • 2min
15
Is Lula 3 Really Similar to Lula 2?
40:14 • 3min
16
Do You Have a Negative View on Equities?
43:24 • 4min
17
Is There a Better Way to Get to Know Andrew Mellon?
46:57 • 2min
18
The Welcome to Rexam
48:34 • 2min
19
The World Cup Is Coming to an End, Isn't It?
50:39 • 3min