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Deciphering The Fed's Next Move With Benson Durham

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Manage episode 498114199 series 3633667
Content provided by Michael Kantrowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kantrowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, We sit down with Benson Durham Head of Global Policy and Asset Allocation to discuss the dynamic landscape of financial markets amid key events and economic indicators. The conversation delves into the relationship between Chairman Powell and President Trump, market reactions to inflation and employment data, and the potential for rate cuts by the Federal Reserve. They analyze the recent soft payroll report and its implications, discuss the influence of tariffs, and explore how the Fed's decision-making process might evolve. The discussion also covers the long-term expectations for inflation, the anticipated impact of Federal Reserve policies, and the role of artificial intelligence and advanced econometric models in current financial analysis. Moreover, Benson shares personal anecdotes about his hobby of maintaining a vintage car, providing a human touch to an otherwise data-heavy discussion.

  continue reading

31 episodes

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iconShare
 
Manage episode 498114199 series 3633667
Content provided by Michael Kantrowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kantrowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, We sit down with Benson Durham Head of Global Policy and Asset Allocation to discuss the dynamic landscape of financial markets amid key events and economic indicators. The conversation delves into the relationship between Chairman Powell and President Trump, market reactions to inflation and employment data, and the potential for rate cuts by the Federal Reserve. They analyze the recent soft payroll report and its implications, discuss the influence of tariffs, and explore how the Fed's decision-making process might evolve. The discussion also covers the long-term expectations for inflation, the anticipated impact of Federal Reserve policies, and the role of artificial intelligence and advanced econometric models in current financial analysis. Moreover, Benson shares personal anecdotes about his hobby of maintaining a vintage car, providing a human touch to an otherwise data-heavy discussion.

  continue reading

31 episodes

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