Lots More: Did the Fed Just Make a Policy Mistake?
Odd Lots2 Aug 2024

Lots More: Did the Fed Just Make a Policy Mistake?

This week, the Federal Reserve opted to keep interest rates unchanged while suggesting that it could cut as soon as September. But there's an ongoing discussion about whether or not the Fed is behind the curve, with some of the most recent data suggesting that the economy is already slowing. On Thursday, for instance, initial jobless claims rose to the highest level in almost a year while the ISM survey showed manufacturing activity shrinking by the most in eight months. So is the Fed making a massive policy error by keeping rates on hold? And does it matter? We bring back Macquarie strategist Viktor Shvets to discuss the recent central bank decision, the macro outlook, and the impact of geopolitical uncertainty.

Read More: Fed on Course for September Rate Cut as Risks to Job Market Grow

    Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

    See omnystudio.com/listener for privacy information.

    Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

    Episoder(1251)

    The Tungsten Market Is Warning of an Upcoming War

    The Tungsten Market Is Warning of an Upcoming War

    Bloomberg Opinion columnist David Fickling tells us you can think of tungsten mining as “a century old prediction market for war.” As he writes in a recent piece, tungsten is “a super-element that can...

    3 Aug 44min

    Why Private Credit Got Entangled With Insurance

    Why Private Credit Got Entangled With Insurance

    Insurers have quietly become a major driver of the private credit boom, with numerous private equity shops striking deals with insurance companies or buying them outright. But the entanglement with pr...

    31 Jul 51min

    How the Iranian Economy Actually Works

    How the Iranian Economy Actually Works

    After the Iranian Revolution of 1979, the country's new leaders — religious and political — promised to redistribute the country's wealth and made moves to make Iran independent from western influence...

    30 Jul 57min

    Branko Milanovic on What Comes After Globalization

    Branko Milanovic on What Comes After Globalization

    It's pretty obvious by now that globalization has fallen out of favor. And while many pundits have deemed economic globalism dead, we are still figuring out what to call this new era. Branko Milanovic...

    27 Jul 1h 1min

    How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)

    How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)

    Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for financial advisors, both new and established. This co...

    26 Jul 17min

    How Franchise Restaurants Opened the Door to the Gig Economy

    How Franchise Restaurants Opened the Door to the Gig Economy

    When the fast food industry began booming in the 1950s, it did so via a new business model known as the franchise. This model allowed independent operators to license trademarks from a business like M...

    24 Jul 44min

    Why Apple Is Heading Into a Pivotal Moment

    Why Apple Is Heading Into a Pivotal Moment

    There used to be a time when the latest product release from Apple was a huge deal. But lately, it's been kind of 'meh,' and a lot of the hype in the tech world has been directed at companies doing th...

    23 Jul 49min

    The Creator of Claude Code on The Hottest Piece of Software in the World

    The Creator of Claude Code on The Hottest Piece of Software in the World

    2026 has been, in terms of software, the year everyone is talking about Claude Code. Indeed, Anthropic's coding agent incited a market scare — and helped usher in the era of vibe coding — through its ...

    20 Jul 1h 6min

    Populært innen Business og økonomi

    stopp-verden
    rss-penger-polser-og-politikk
    dine-penger-pengeradet
    e24-podden
    lydartikler-fra-aftenposten
    rss-pa-konto
    pengepodden-2
    tid-er-penger-en-podcast-med-peter-warren
    morgenkaffen-med-finansavisen
    liberal-halvtime
    utbytte
    livet-pa-veien-med-jan-erik-larssen
    finansredaksjonen
    rss-borsmorgen-okonominyhetene
    lederpodden
    pengesnakk
    rss-kron-podden
    rss-skravla-gar
    rss-markedspuls-2
    shifter