Episode Details
Back to EpisodesPowell's Unconventional Exit, Warsh's Entry, and the Near-Term Fed Outlook
Published 5 months, 3 weeks ago
Description
This week on Macrocast, the team examines Fed Chair Powell’s decision to remain beyond his tenure as chair and what it means for Fed independence as Kevin Warsh prepares to take over. The discussion also touches on the labor market and whether there is a case for interest rate cuts, weighing factors like inflation, the impact of AI on employment, and broader economic signals. The episode closes with a look at the AI boom and its effect on markets, the surge in data center anxiety, and updates from Washington.
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