The Fed Cut. Now What? Former Vice Chair Rich Clarida Weighs In

Host Greg Hall sits down with former Federal Reserve Vice Chairman and PIMCO Global Economic Advisor Dr. Richard Clarida to discuss the events leading to the Fed’s much-anticipated decision.  In this episode we take you behind this week’s 25 bps cut, sharing an insider’s perspective on how the Fed parsed rapidly-evolving economic signals in trade, labor markets, and inflation – and where the data may point us next.

Show notes:

1. The Fed’s decision-making process
2. Reading signals: Thoughts on shifting patterns around trade, labor markets, inflation and more.
3. Fed independence: Thoughts on Cook, Bessent, Miran, and others.
4. What is it like being in the room?

Read our FOMC Insights Article: Fed Delivers Dovish Shift, Restarts Rate-Cutting Cycle.

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