About this episode

The episode discusses the implications of Kevin Warsh's appointment as Fed Chair on monetary policy and markets.

Aymeric Poizot, Global Head of Investor Development at Fitch Ratings, is joined by Chief Economist Brian Coulton to examine what Kevin Warsh's arrival as Fed Chair means for monetary policy and markets. They explore Warsh's more hawkish tone, his focus on Fed communications and balance sheet reduction, and his push to restore credibility on inflation. The conversation also breaks down the latest rate decision and what falling oil prices and persistent inflation could mean for the odds of a hike later this year and the impact on Treasury yields and credit markets.

People in this episode

Host: Aymeric Poizot

Guest: Brian Coulton

Topics covered

• monetary policy
• inflation
• Federal Reserve
• interest rates
• credit markets

Keywords

• Kevin Warsh
• monetary policy
• inflation
• interest rates
• Treasury yields

Mentioned in this episode

Organizations: Fitch Ratings, Federal Reserve

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