Macro Mondays Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott
6 snips
Jan 14, 2024 Bob Elliott, an expert in economics and finance, joins the show to discuss the re-acceleration of US inflation and its implications for the Fed. The podcast also explores the recent developments in the Red Sea and the potential impact on financial markets. Other topics include inflation trends in Japan, the Federal Reserve's balance sheet, and the divergence in inflation trends between the US and outside of the US.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Recent Developments in the Red Sea
02:34 • 7min
Inflation Trends and the Fed's Concerns
09:43 • 14min
Inflation Outside of the US: Focus on Japan
23:18 • 7min
Federal Reserve Balance Sheet and Quantitative Tightening
30:05 • 6min
Divergence in Inflation Trends and Potential Easing by the European Central Bank
36:11 • 3min
Evaluating a Significant Step and Anticipating Further Escalation
39:03 • 2min
An analysis of inflation, market sentiment, and central bank reaction
40:54 • 4min