MNI FedSpeak Podcasts

 The inflationary impact on the eurozone from potential Middle East oil disruptions would have “half the firepower” of the 2022 gas crisis, in the absence of a “catastrophic scenario” involving the closure of the Strait of Hormuz, a senior European Commission energy analyst told MNI. 

Bob Dugan, chief economist of Canada Mortgage and Housing Corp., discusses the industry's capacity limits and falling interest rates.

The Federal Reserve can't sustain 50 basis point rate cuts if the economy and the labor market remain strong and inflation pressures linger, ex-NY Fed executive Ricks Roberts told MNI. 

Ricardo Reis, an LSE professor who advises the Richmond Fed, the Bank of England and the Riksbank, tells MNI the Fed is likely to take an incremental approach to rate cuts. 

Former Fed board governor Jeremy Stein tells MNI he thinks inflation will be sticky around 2.5%, forcing the Fed to be gradual about the pace of rate cuts barring some serious deterioration in the labor market. 

Tony Stillo, Canadian economist at Oxford Economics and a former Ontario forecasting official, says the Bank of Canada will space out rate cuts given lingering wage and price inflation.

Former Chicago Fed President Charles Evans talks to MNI about the outlook for U.S. monetary policy, arguing that the Fed is justified in waiting to see if inflation is heading back sustainably to its 2% goal.

In a wide-ranging interview, former FDIC Chair Sheila Bair talks to MNI about Federal Reserve policy, financial stability and the outlook for banking regulation. 

Former St. Louis Fed policy adviser David Andolfatto is worried that fiscal largesse will prevent the Federal Reserve from reaching its 2% inflation goal anytime soon.

Devlin Capital founder Ed Devlin discusses the outlook for Bank of Canada interest-rate cuts this year and how officials will manage sticky inflation and a weakening economy.