Focused Thinking

Podcasts

Our podcast series explores the latest trends in markets with weekly updated episodes where our key economists, researchers and investors discuss current events.

Central Banks

MacroBrew - The Fed’s changing reaction function

The Fed and markets are reaching a potential inflection point. Fed participants are shifting towards a view that restrictive rates, beyond what they and markets have previously anticipated, will be needed to slow inflation. These conditions create an elevated risk of a mild recession in 2024.

60 min podcast | April 2022