European Central Bank President Lagarde did, after all, offer policy comments yesterday—in an Irish TV interview. Lagarde signaled a June Euro area rate cut is coming, because inflation is under control. Markets already expect this. Currently, US inflation is the same as that of Europe when measured on a like-for-like basis, so why is the Federal Reserve del ... Show More
Apr 2025
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)
How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper ... Show More
11m 53s
Nov 2023
Macro Monthly Podcast with UBS Asset Management
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team, this month featuring Evan Brown, Portfolio Manager and Head of Multi-Asset Strategy, and Enrique Davila, Multi-Asset Investment Specialist.
19m 14s
Jul 2024
Austan Goolsbee Talks Fed Policy, Inflation Data
Federal Reserve Bank of Chicago President Austan Goolsbee said policymakers should cut interest rates if US inflation continues to fall back to the 2% target.
The Chicago Fed chief, speaking Tuesday on Bloomberg TV in Sintra, Portugal, said he feels “we are on a path to 2%” infla ... Show More
9m 4s
Dec 2022
Fed hints at less aggressive rate increase
<p>Federal Reserve chair Jay Powell signalled the central bank will start to slow the pace of interest rate increases, French president Emanuel Emmanuel Macron is meeting with US president Joe Biden today, and Eurozone inflation finally slowed down. Plus, we get the latest on the ... Show More
9m 15s
Dec 2023
Policymakers take divergent paths toward rate exit
Central banks in Europe and the US left borrowing costs untouched this week. But the latter went a step further and unexpectedly promised cuts. In this Viewsroom podcast, Breakingviews columnists explain how ratesetters, who were slow to tackle inflation, could be laggards again. ... Show More
12m 9s