Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
The Fed's Re-Pricing of Terminal Rates
02:17 • 2min
The Fed's Retort on Rate Cuts
04:20 • 2min
The Fed's Resilience in the US
06:07 • 2min
The Resilient Economy Continues
07:51 • 2min
The Eurozone Data Tips the Balance
09:31 • 2min
The Euro Area Inflationary Trends
11:04 • 2min
The Fed's Disappointment
13:15 • 3min