logo
episode-header-image
Feb 2024
20m 30s

Unpacking January’s FOMC Meeting With BE...

BLOOMBERG INTELLIGENCE
About this episode

The risk of inflation re-accelerating is really in the last three months of 2024, says Anna Wong, chief US economist at Bloomberg Economics. In this episode of the Macro Matters podcast, Wong joins host and Chief US Interest Rate Strategist Ira Jersey to discuss details of the January FOMC meeting, including implications for the path of monetary policy and any potential easing this year. The pair also address some of the risks to the economy, both to the upside and downside, that may influence future Fed decisions. 

Up next
Yesterday
Credit Crunch: Palmer’s Bloomfield on Traditional, Static CLOs
“So it’s a tough situation when you’re managing a spread-based portfolio, like a CLO. And obviously we don’t have the luxury of tightening the spreads on the liability side,” says Matt Bloomfield, partner at Palmer Square and president of Palmer Square Capital BDC, when discussin ... Show More
1 h
Aug 21
International Rates Alpha With Invesco’s Baijal: Macro Matters
The future of the dollar is dictated by the large overhang of unhedged dollar assets, says Hemant Baijal, head of macro alpha strategies at Invesco. Baijal joins Ira Jersey, Bloomberg Intelligence’s head of US interest-rate strategy, and Will Hoffman, BI’s senior US and Canada ra ... Show More
22m 45s
Aug 20
Credit Crunch: Around the World of Global Credit in 60 Minutes
Global credit is very tight and strategic insights are very valuable at this juncture. In this latest episode of the Credit Crunch podcast, Mahesh Bhimalingam, Global Head of Credit Strategy hosts the Global Credit Strategy team to highlight worldwide research, data and views. Me ... Show More
1h 10m
Recommended Episodes
Apr 2021
Top of Mind: Reflation Risk
With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy could be headed for overheati ... Show More
25m 55s
May 2021
Inflation risks: 'too much complacency'?
In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead. Lacalle says there is ... Show More
18m 56s
Mar 2022
The Fed: Learning From the Last Hiking Cycle
As the Fed kicks off a new rate hiking cycle, investors are looking back at the previous hiking cycle to ease their concerns today. Head of Public Policy Research and Municipal Strategy Michael Zezas and Global Head of Macro Strategy Matthew Hornbach discuss. -----Transcript----- ... Show More
6m 19s
Mar 2024
Top of the Morning: CIO Strategy Snapshot - Speed bumps
With the next FOMC meeting a day away, Jason Draho speaks to how the Fed might interpret recent economic data, and how the data may influence the Fed’s policy decision making. We also discuss an investment outlook, and positioning recommendations. Featured is Jason Draho, Head of ... Show More
15m 46s
Sep 2022
U.S. Economy: The Fed Continues to Fight Inflation
After another Fed meeting and another historically high rate hike, it’s clear that the Fed is committed to fighting inflation, but how and when will the real economy see the effects? Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss. --- ... Show More
7m 37s
Oct 2020
Coming Into Focus
In his latest memo, Howard Marks discusses the unusual characteristics of this year’s economy; the impact of Covid-related monetary and fiscal policy actions on today’s markets; and the possible ramifications of the Fed/Treasury’s rescue efforts. (October 13, 2020)The memo is rea ... Show More
1 h
Aug 2023
Money Talks: Lessons from the great macro experiment
American economists are scratching their heads in confusion. The Fed’s aggressive rate hikes hasn’t produced the outcome many expected. Instead of recession and massive layoffs, the US economy now looks tantalisingly close to a fabled “soft landing” with the jobs market remaining ... Show More
45m 30s
Aug 2023
Money Talks: Lessons from the great macro experiment
American economists are scratching their heads in confusion. The Fed’s aggressive rate hikes hasn’t produced the outcome many expected. Instead of recession and massive layoffs, the US economy now looks tantalisingly close to a fabled “soft landing” with the jobs market remaining ... Show More
45m 30s
Jun 2024
Raghuram Rajan Talks Monetary Policy
University of Chicago Booth School of Business Professor: Finance/Economist Raghuram Rajan discusses his predictions and outlook to the Fed decision happening this week. He spoke to Bloomberg's Scarlet Fu and Romaine Bostick.See omnystudio.com/listener for privacy information. 
4m 18s