Bloomberg Surveillance June Inflation Data Reaction; CPI and Jobless Claims
Jul 11, 2024
Economists Claudia Sahm and Randy Kroszner discuss June CPI readings and market impacts. Kate Moore explores market pricing of CPI data while Ira Jersey analyzes the Fed's rate path. The podcast delves into inflation data, monetary policy analysis, Fed actions, market outlook, treasury market reactions, and interest rate levels.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Inflation Data and Monetary Policy Analysis
02:32 • 11min
Analysis of Possible Fed Actions Based on Recent Testimony
13:09 • 2min
Market Outlook and Earnings Expectations
15:33 • 6min
Analysis of Treasury Market Reaction to Inflation Data
21:04 • 2min
Analyzing Interest Rate Levels and Market Expectations for Rate Cuts
23:27 • 2min
Analyzing the Impact of a Lower 10-Year Yield and Market Expectations
25:21 • 2min