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cover of episode Disinflation, demographics, Doge

Disinflation, demographics, Doge

2024/11/19
logo of podcast Unhedged

Unhedged
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A
Aiden Reiter
经济分析师和评论家，专注于税收政策、贸易政策和移民政策等领域的分析。
R
Rob Armstrong
Topics
Aiden Reiter认为，美国的通货膨胀率仍然居高不下，核心通胀率的增长以及住房市场的复杂情况都表明通胀压力依然存在。即使能源价格保持低位，食品等其他商品的价格上涨也可能导致通胀持续。Rob Armstrong则指出，美联储的货币政策将面临挑战，如果在特朗普当选后放缓降息步伐，可能会被视为政治干预。

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Chapters
The discussion focuses on the current state of inflation, particularly core CPI, and whether disinflation is truly taking place. The conversation covers recent trends, housing market issues, and the potential impact on the Federal Reserve's decisions.
  • Core CPI has shown a small jump for three consecutive months.
  • Housing inflation is a significant concern, with homebuilders facing supply and demand imbalances.
  • The Federal Reserve's potential rate cuts in December are a topic of debate.

Shownotes Transcript

Opinions are cheap so we’re making it up in volume, with three takes on the future of the economy. Today on the show, the entire staff of the Unhedged newsletter – Rob Armstrong and Aiden Reiter – gather to discuss looming inflation, the next 25 years of returns from the stock market and the challenges facing the so-called ‘department of government efficiency’. Also we go long Disney and long Turkey, the country.

For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer)

You can email Robert Armstrong at [email protected]) and Katie Martin at [email protected]).  Hosted on Acast. See acast.com/privacy) for more information.