Stephen Miran

Stephen Miran, a senior strategist at Hudson Bay Capital and veteran of the Trump administration, shares keen insights on potential future trade and economic policies. He discusses how Trump's tariff strategies could shift global dynamics, the complex role of the dollar as a reserve currency, and the implications of a Mar-a-Lago Accord aimed at currency manipulation. Miran also analyzes the balance of trade and national security, and speculates on how deregulation and energy policy could drive economic growth while avoiding inflation.

Economist Nouriel Roubini & financial analyst Stephen Miran discuss 'Activist Treasury Issuance', its impact on asset values, avoiding a recession, and potential divergence from the Fed's policy. They delve into the history of Treasury's policies and the implications of unconventional fiscal policy.

Stephen Miran, a PhD economist and senior strategist at Hudson Bay, shares invaluable insights from his time at the U.S. Treasury. He discusses the strategic role of tariffs in reshaping global trade dynamics and their potential effects on the dollar. Miran explores how a strong U.S. dollar affects American manufacturing, suggesting that tariffs could bolster competitiveness. He dives into the relationship between Federal Reserve policies and inflation, proposing strategies that might redefine the U.S. economy's future while navigating challenges in critical industries.

Stephen Miran, Chairman of the White House Council of Economic Advisers, shares insights on the market's mixed reactions following a major rally triggered by tariff changes. He discusses the surprising consumer inflation data and its implications for trade and economic policy. The conversation also touches on the stock market's volatility, the challenges facing tech giants amid evolving trade dynamics, and the impact of consumer behavior shifts on various industries. Dive into the complexities of today’s financial landscape!

Stephen Miran, Chairman of the White House Council of Economic Advisers, discusses President Trump's tariff policies and their potential impact on negotiations. He explains how tariffs could serve as leverage for the U.S. if countries offer the right concessions. The conversation delves into the complexities of global economic responsibilities, emphasizing the need for burden sharing among nations. Miran also addresses the uncertainty businesses face amid changing economic policies and highlights how strategic investments can ultimately drive growth.

Stephen Miran, Chairman of the US Council of Economic Advisers, brings valuable insights into the complexities of tariffs and their effects on consumers. He discusses how U.S. consumers adapt to tariff costs, challenging conventional views on their impact. The conversation also delves into the shift from a government-centric economy to private sector reliance, showcasing vulnerabilities. Additionally, Miran critiques traditional economic theories around trade deficits and emphasizes the need for a strategic approach to tackle currency valuation and trade imbalances.

Stephen Miran, a Senior Strategist at Hudson Bay Capital and Fellow at the Manhattan Institute, shares his expert insights into current bond market trends. He discusses his influential paper on 'Activist Treasury Issuance,' highlighting its effects on Federal Reserve policies. Miran critiques the Fed's recent 50 basis point cut and explores how the upcoming elections could reshape economic policy. He also analyzes rising bond yields, supply-side economics, and the complex interplay between monetary strategies and market stability.

Stephen Miran, Chair of the Council of Economic Advisers at The White House, discusses President Trump's tariff strategy and its complexities. He explores how trade policies are intertwined with U.S. defense strategies. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, shares insights on the U.S. equities outlook, pondering if clarity on tariffs could spark a market rebound. They delve into economic uncertainties, the impact of a weakening dollar, and the risks of a potential recession in 2025.

Stephen Miran, the Chairman of President Trump’s Council of Economic Advisers, discusses crucial aspects of the administration's economic agenda. He dives into the role of the U.S. dollar as a global reserve currency and its implications for trade dynamics. Miran addresses America's economic strategies for managing national debt, interest rates, and the impact of regulatory challenges on inflation. He also critiques China's economic vulnerabilities while emphasizing the importance of overcoming the skilled labor shortage in U.S. manufacturing.

Stephen Miran, a former senior advisor to the US Treasury, and Nouriel Roubini, a renowned economist, delve into their paper on activist treasury issuance and its influence on monetary policy. They discuss the potential implications of a second Trump term, focusing on the risks of a weaker dollar and its impact on trade and capital flows. The conversation also covers Treasury management strategies, including the curious prospect of cryptocurrencies, and the role of the Fed amidst political pressures, emphasizing the need to maintain its independence.