Odd LotsOdd Lots

Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making

View descriptionShare

This week, we'll get fresh inflation data in the US, which will inevitably feed into the Federal Reserve's future decisions to raise, hold or lower benchmark interest rates. Meanwhile, the Biden administration is preparing to announce new tariffs aimed at curbing Chinese imports in key industries, including electric vehicles, batteries and solar cells. On this episode, we speak to Odd Lots favorite Viktor Shvets. The Macquarie strategist has a way of threading the needle between major global events and reaching back into history to provide context for our current macroeconomic moment. He describes the US central bank as a prisoner of its own policies, namely data dependency and the "dot plot." Meanwhile, China faces "massive" overcapacity problems as more and more countries put up barriers to its exports. We also talk about generational shifts and what they mean for investment.

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. Odd Lots

    791 clip(s)

Odd Lots

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics 
Social links
Follow podcast
Recent clips
Browse 791 clip(s)