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

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    Episoder(1189)

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    27 Mar 50min

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    This Is How Big Money Is Trading the War in Iran

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    26 Mar 39min

    The Petrochemicals Shock That's Already Rippling Through Plastics

    The Petrochemicals Shock That's Already Rippling Through Plastics

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    25 Mar 53min

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    David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

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    24 Mar 55min

    What the Iran War Means for Dubai's Luxury Boom

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    23 Mar 55min

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    Here's Why The Iran War Is Prompting A Safe Haven Rethink

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    21 Mar 12min

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