The Federal Reserve meets to decide interest rates—over a hundred economists expect no change. The question is whether one can credibly disagree, without appearing as a political puppet. A case can be made for rate cuts (if one views US President Trump’s trade taxes as a heavier burden on US consumers). However, even if a Fed member sincerely believes that s ... 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
Mar 2025
Can the Fed stay independent?
<p>President Donald Trump has loudly proclaimed his desire for lower interest rates. Jay Powell, chair of the Federal Reserve, responding to persistent inflation, has kept rates higher. And keeps mentioning that he can’t be fired. But is this true? Today on the show, the FT’s eco ... Show More
21 m
Apr 2025
Fed man walking? Trump v Powell
<p>First, Jerome Powell, chairman of the Federal Reserve, was for the chop; then he was safe. As elsewhere President Donald Trump’s <a href="https://www.economist.com/leaders/2025/04/23/president-trumps-attacks-on-the-fed-are-not-over?utm_campaign=a.io&utm_medium=audio.podcast.np ... Show More
23m 18s