Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Introduction
00:00 • 2min
The July Consumer Price Index Is Good News All Around
01:47 • 4min
The Importance of Moderation in Inflation
06:12 • 3min
The Unwinding of Pandemic-Induced Supply Chain Stress
09:27 • 2min
The Impact of the Fed's Target for Consumer Price Inflation
11:15 • 2min
The Negative and Positive Side of Oil Prices
12:47 • 2min
The UAW Strike and the US Automakers Strike
14:20 • 3min
The Fed's Focus on Core Inflation
16:59 • 3min
The Decline of the Health Insurance CPI
19:59 • 3min
The Importance of Wage Growth in the Service Sector
22:40 • 3min
The Fed's Baseline for Housing Disinflation
26:08 • 3min
The University of Michigan Consumer Sentiment Survey Perception of Present Conditions
29:26 • 2min
The NFIB Index Speaks to the So-Called Vibes Session
31:38 • 3min
The Diffusion Index
34:30 • 4min
The Fed's Target for Housing Services
38:03 • 2min
The Importance of Shelter Costs
40:23 • 4min
The University of Maryland's Professor of Economics and Finance
44:23 • 2min
The Importance of Academic Research in Policy Application
46:51 • 5min
The Effect of Small Banks on Employment
51:26 • 4min
The Fallout From the Crisis Is Modest
55:50 • 2min
The Fed's Aggressive Rate Hikes and the Inversion of the Yield Curve
58:10 • 3min
The Importance of Regulation in Emerging Markets
01:01:00 • 4min
The Failure of Supervision
01:04:39 • 4min
The Dangers of Soft Landing in the Real Economy
01:08:25 • 5min
The Seven M's of Monetary Policy
01:13:02 • 5min
The Importance of Small Banking Institutions
01:17:48 • 4min
The Supply Chain Problem and Inflation
01:22:05 • 3min
How to Quantify Inflation in 2020 2021 2022
01:24:52 • 4min
The Importance of Data
01:28:49 • 2min