Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
The FID's July Meeting
01:43 • 2min
The Key Determinant of How Disinflation Unfolds
03:23 • 2min
Will the Fed Hike in July?
05:16 • 3min
The Fed's Long Term View on Inflation
08:11 • 2min
IBM's Slash Automation for Beer Delivery
10:08 • 2min
The Fed's Disinflation Report
11:59 • 2min
The Worst Earnings Season Ever
13:35 • 2min
The Disinflation Vector Changes
15:08 • 2min
The Fed's Take in the Print
17:01 • 2min
The Equity Market Is Acting Like a Soft Landing Is at Hand
19:18 • 2min
The Risk of a Recession in the Equity Market
20:54 • 2min
The Neutral Interest Rate Is Not Going to Be Consistent With a 13% Nominal Top Line Number
22:53 • 2min
Bloomberg Surveillance Podcast
24:57 • 2min