Podcast
MNI FedSpeak Podcasts
Hosted by Hosted by Pedro da Costa | Greg Quinn | Jean Yung · EN
MNI FedSpeak - Unearthing fresh Fed policy thinking and market intelligence
13episodes
Episodes
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Lacker Sees Little Room For More Fed Rate Cuts
1w agoTap to summarizeFormer Richmond Fed President Jeffrey Lacker thinks incoming Fed Chair Kevin Warsh will refrain from pushing for interest rate cuts because the latest uptick in inflation is just not conducive to looser monetary policy.
Transcribe →Reis Sees Room For Possible Resumption Of Fed Cuts
2w agoTap to summarizeRenowned LSE economist Ricardo Reis, an academic consultant to the Richmond Fed, thinks incoming Fed Chair Warsh might be able to cut interest rates later in the year if energy prices level off then start coming back down. He's comforted by inflation expectations that are still anchored despite five years of above 2% inflation.
Transcribe →MNI Webcast With St. Louis Fed President Alberto Musalem
Jan 1600:31:43Tap to summarizeSt. Louis Fed President Alberto Musalem sat down with MNI's Pedro da Costa for an in-depth interview on monetary policy, the economic outlook and more.
Transcribe →No Need For Fed To Cut With Inflation Still High-Ryding
Dec 900:30:08Tap to summarizeThe Federal Reserve will likely be going too far in easing monetary policy if it lowers interest rates again in December as widely expected, RDQ Economics chief economist John Ryding told MNI.
Transcribe →Ex-SEC's Ghamami On Risks From Private Credit Surge
Nov 1800:23:12Tap to summarizeFormer SEC economist Samim Ghamami discusses his recent research on rising systemic risk from private credit, as well as his thoughts on the path of Fed interest rates and Treasury market as the end of QT looms
Transcribe →Sinclair Says Fed Must Be Extra Cautious Before Rate Cuts
Aug 1400:20:10Tap to summarizeThe Federal Reserve needs to be extra careful about cutting interest rates in the current environment because inflation expectations are threatened not just by tariffs but also a perceived loss of central bank independence, says Tara Sinclair, who served as deputy assistant secretary for macroeconomics in the Office of Economic Policy at Treasury between 2022 and 2024 and is now chair of The George Washington University's Economics Department.
Transcribe →Mester Says FOMC To Go Own Way If New Fed Chair Lacks Credibility
Aug 1400:26:55Tap to summarizeThe heavy mantle of responsibility on the next Fed leader will guide him to set monetary policy independent of President Trump's influence, and should the Fed chair fail to make a convincing case for a desired course of policy, the 11 other members of the rate-setting FOMC would vote according to their own judgement, former Cleveland Fed President Loretta Mester tells Fedspeak.
Transcribe →Leeper Says US Fiscal Dominance To Keep Inflation At Simmer
Aug 1400:30:13Tap to summarizeThe U.S. economy is operating under a regime of fiscal dominance that will make it harder for the Federal Reserve to keep a lid on inflation, Eric Leeper, a former Fed economist now at the University of Virginia, said on The FedSpeak Podcast.
Transcribe →ADP's Richardson Sees 'Slow Grind' In Hiring, No Fed Cuts
Jun 2300:25:34Tap to summarizeADP chief economist Nela Richardson sees a "slow grind" in the labor market as hiring weakens and employment shows a lack of dynamism. However, she doesn't think the will be enough to trigger Fed rate cuts this year, particularly considering strong wage growth and uncertainty about the path of inflation in a high tariff environment.
Transcribe →Unanchored Inflation Expectations Put Fed In Bind-Gorodnichenko
Jun 1100:21:57Tap to summarizeU.S. inflation expectations are not contained despite officials assurances to the contrary, which means inflation could quickly resume rising and climb above 4% before the end of the year, says Berkeley economist and SF Fed adviser Yuriy Gorodnichenko, who recently presented a paper at the Fed Board's 2nd Thomas Laubach conference. This will put a Fed in a bind that not only prevents them from cutting interest rates but my even force them to hike, he told MNI.
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