Artwork

Conteúdo fornecido por NAB - The Morning Call and Phil Dobbie. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por NAB - The Morning Call and Phil Dobbie ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Player FM - Aplicativo de podcast
Fique off-line com o app Player FM !

Weekend Edition: How could Trump change the Fed?

28:13
 
Compartilhar
 

Manage episode 421246975 series 1400104
Conteúdo fornecido por NAB - The Morning Call and Phil Dobbie. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por NAB - The Morning Call and Phil Dobbie ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Friday 31st May 2024


Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.


Assuming he stays out of prison, Donald Trump has an even chance of winning the next Presidency. What does that mean for the Fed? Trump has often argued for the need to keep interest rates low, so he’s probably not too happy with the higher for longer strategy being used to fight inflation right now. We also know he wants to challenge the independence of the central bank. But how would that work exactly?


On this Weekend Edition Mary Rosenbaum, Managing Director of the Observatory Group, an analyst firm in Washington specialising in geopolitics and macroeconomics, gives her take on what President Trump 2.0 could do to achieve his low-interest aims. Will he try and replace people in the Fed, or change the Federal Reserve Act so the government has more control over how the Fed operates, with Treasury members on the board perhaps. Or will Trump resort to bullying the Fed to see things his way?


Mary talks through the various scenarios and what the implications could be on bonds, interest rates and the dollar. Some useful insights that’s worth half an hour of your weekend.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1157 episódios

Artwork
iconCompartilhar
 
Manage episode 421246975 series 1400104
Conteúdo fornecido por NAB - The Morning Call and Phil Dobbie. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por NAB - The Morning Call and Phil Dobbie ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Friday 31st May 2024


Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.


Assuming he stays out of prison, Donald Trump has an even chance of winning the next Presidency. What does that mean for the Fed? Trump has often argued for the need to keep interest rates low, so he’s probably not too happy with the higher for longer strategy being used to fight inflation right now. We also know he wants to challenge the independence of the central bank. But how would that work exactly?


On this Weekend Edition Mary Rosenbaum, Managing Director of the Observatory Group, an analyst firm in Washington specialising in geopolitics and macroeconomics, gives her take on what President Trump 2.0 could do to achieve his low-interest aims. Will he try and replace people in the Fed, or change the Federal Reserve Act so the government has more control over how the Fed operates, with Treasury members on the board perhaps. Or will Trump resort to bullying the Fed to see things his way?


Mary talks through the various scenarios and what the implications could be on bonds, interest rates and the dollar. Some useful insights that’s worth half an hour of your weekend.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1157 episódios

Minden epizód

×
 
Loading …

Bem vindo ao Player FM!

O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.

 

Guia rápido de referências