In this insightful discussion, Susan Collins, President of the Boston Fed, dives into the nuances of monetary policy and the current economic landscape, focusing on inflation and interest rates. Jurrien Timmer from Fidelity offers a captivating analysis of market trends while revealing key data points regarding the ongoing equity rally. Meanwhile, Yale's Gautam Mukunda shares intriguing perspectives on President-elect Trump's cabinet choices and their prospective influence on the balance of power in Washington. It's a blend of economics and politics that keeps listeners engaged!

Susan Collins, President of the Boston Fed, discusses her insights on key economic trends at the annual conference. She analyzes current inflation patterns and the implications for monetary policy, emphasizing the challenges posed by sectors like shelter. Collins also evaluates employment trends, noting the labor market's strengths and weaknesses driven by external forces. Additionally, she sheds light on fiscal policy's potential impacts under new leadership and highlights the growing influence of financial technology on the economy.