Jeff Meli
Global Head of Research
Best podcasts with Jeff Meli
Ranked by the Snipd community
Mar 12, 2024 • 20min
Can the Fed take credit for declining inflation?
The podcast debates if the Fed deserves credit for declining inflation in the US without causing a recession. Factors like market expectations, post-pandemic economic realities, labor force shifts, and housing stock availability are considered as driving forces of cooling alongside the Fed's monetary policy.
Oct 17, 2023 • 15min
Are equity markets out of sync with the economy?
Exploring the disconnect between strong economy performance and volatile equity markets, influenced by rising bond yields and mega-cap stocks. Debate on optimistic S&P 500 earnings growth amidst low inflation and the role of AI in shaping future earnings. Analyzing the potential impact of rate hikes on the labor market and economy, with contrasting views on resilience versus vulnerabilities. Exploring the relationship between economic indicators and market reactions, including yield curve implications and misconceptions about Fed influence.
