Podcast appearances and mentions of richard clarida

Pimco released a report recently and stated stocks haven't looked this expensive relative to bonds in nearly 25 years. Bonds look better than they have for a long time.  Pimco states "The traditional world order — in which economics shaped politics — has been turned on its head,” according to a new five-year Pimco outlook co-written by Richard Clarida, now a global economic adviser at Pimco and formerly a Federal Reserve vice chair from 2018 to 2022. “Politics is now driving economics, especially in the U.S. and increasingly in how other countries respond.” Pimco recommends investors should start taking advantage of the highest returns in decades offered by fixed assets rather than chasing stocks at elevated valuations. I have recognized politics and government policies significantly affect our economy and our money for several years. This is why I share this info on my radio show.   This is the "Golden Era" of fixed assets. The best rates in 40+ years! Insured with guarantees.      - Your Personal Bank policies are insured, with guarantees, income tax-free, highly liquid, and likely to increase returns for the next 5-10 years due to higher bond yields.      - Fixed Index Annuities have the best upside potential in 40+ years with no downside market risk. The principle is guaranteed. Some offer signing bonuses up to 16% with strong upside potential.      - Guaranteed Lifetime Income is the highest in 40+ years. Some products offer up to 30% signing bonus. Other products offer up to 10% increased guaranteed lifetime income each year you defer.  

Richard Clarida, global economic advisor at Pacific Investment Management Co. (Pimco), offers insight into the firm’s annual secular outlook with a focus on a “fragmenting” world, the long end of the yield curve, and the path forward for the Federal Reserve. He speaks with Bloomberg's Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.

What does this President Trump's big tariff shift mean for your money? We discuss with Altimeter's Brad Gerstner. Plus, PIMCO's Richard Clarida tells us what this move might mean for the fed. And, Mohamed El-Erian from Allianz tells us how he is navigating the tariff uncertainty. 

Richard Clarida, global economic advisor at Pacific Investment Management Co. (PIMCO), and former Federal Reserve Vice Chairman, says there is “already at least a whiff of stagflation right now” in the US economy, but he doesn’t expect the Federal Reserve to act pre-emptively to cut rates and sees the central bank waiting until tariff policies negatively impact economic data. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

In this episode, Kathy Jones interviews Dr. Richard Clarida, PIMCO's global economic advisor and former vice Chairman of the Board of Governors of the U.S. Federal Reserve System.Dr. Clarida is a managing director in PIMCO's New York office and teaches economics and international affairs at Columbia University. Prior to joining PIMCO in 2006, he was Assistant Secretary of the Treasury for Economic Policy, serving as chief economic advisor to two U.S. Treasury secretaries. He and Kathy discuss the state of the economy, the way the Fed is structured, and some of the ways that central bankers communicate.Kathy Jones and Liz Ann also discuss the current state of tariffs and their impact on the bond market, the Federal Reserve's policies, and the implications for both U.S. importers and exporters. Finally, Kathy and Liz Ann look ahead to the data and economic indicators that investors should be watching next week. You can read the report Liz Ann mentions, written with Kevin Gordon, here: "Promises: Tariffs Hit Markets."And you can also check out Liz Ann's monthly Market Snapshot video. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Investing involves risk, including loss of principal. Currency trading is speculative, volatile and not suitable for all investors.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0225-SAEH)

Jon Hartley and Richard Clarida discuss the latter''s career, academic contributions and government service, including his time as vice chair of the Federal Reserve. Their conversation covers key topics such as inflation in the early 2020s, monetary policy during the COVID-19 pandemic, and the upcoming Federal Reserve monetary policy framework review. They also discuss the legacy of the Fed's flexible average inflation targeting (FAIT) enacted under Clarida's leadership, the utility of DSGE models at the Federal Reserve and other central banks around the world, and the early origins of “nowcasting”. Recorded on September 20, 2024. ABOUT THE SPEAKERS: Richard Clarida served as vice chairman of the Board of Governors of the US Federal Reserve System from September 2018 to January 2022. Clarida is also the C. Lowell Harriss Professor of Economics and International Affairs at Columbia University. He was assistant secretary of the Treasury for economic policy, serving two secretaries of the Treasury. Clarida is also a managing director of Pacific Investment Management Company's (PIMCO) New York office and that firm's global economic advisor. Prior to rejoining PIMCO in 2022, he was the firm's global strategic advisor from 2006 to 2018. Earlier in his career, Clarida was with Credit Suisse and Grossman Asset Management. He holds a PhD and a master's degree in economics from Harvard University. He received an undergraduate degree with Bronze Tablet Honors from the University of Illinois. Jon Hartley is a Research Assistant at the Hoover Institution and an economics PhD Candidate at Stanford University, where he specializes in finance, labor economics, and macroeconomics. He is also currently a Research Fellow at the Foundation for Research on Equal Opportunity (FREOPP) and a Senior Fellow at the Macdonald-Laurier Institute. Jon is also a member of the Canadian Group of Economists, and serves as chair of the Economic Club of Miami. Jon has previously worked at Goldman Sachs Asset Management as well as in various policy roles at the World Bank, IMF, Committee on Capital Markets Regulation, US Congress Joint Economic Committee, the Federal Reserve Bank of New York, the Federal Reserve Bank of Chicago, and the Bank of Canada. Jon has also been a regular economics contributor for National Review Online, Forbes, and The Huffington Post and has contributed to The Wall Street Journal, The New York Times, USA Today, Globe and Mail, National Post, and Toronto Star among other outlets. Jon has also appeared on CNBC, Fox Business, Fox News, Bloomberg, and NBC, and was named to the 2017 Forbes 30 Under 30 Law & Policy list, the 2017 Wharton 40 Under 40 list, and was previously a World Economic Forum Global Shaper. ABOUT THE SERIES: Each episode of Capitalism and Freedom in the 21st Century, a video podcast series and the official podcast of the Hoover Economic Policy Working Group, focuses on getting into the weeds of economics, finance, and public policy on important current topics through one-on-one interviews. Host Jon Hartley asks guests about their main ideas and contributions to academic research and policy. The podcast is titled after Milton Friedman‘s famous 1962 bestselling book Capitalism and Freedom, which after 60 years, remains prescient from its focus on various topics which are now at the forefront of economic debates, such as monetary policy and inflation, fiscal policy, occupational licensing, education vouchers, income share agreements, the distribution of income, and negative income taxes, among many other topics. For more information, visit: capitalismandfreedom.substack.com/

PIMCO Managing Director and Global Economic Advisor Richard Clarida discusses the latest Fed Day. Clarida speaks to Bloomberg's Guy Johnson about the Fed Day news and what to expect going forward.See omnystudio.com/listener for privacy information.

PIMCO Global Economic Advisor Richard Clarida discusses the Federal Reserve's ability to be patient when fighting Inflation. He joins Bloomberg's Tom Keene and Damian Sassower.See omnystudio.com/listener for privacy information.

This is Dan's second appearance on The Long View, his first taking place back in May 2019, when Christine Benz and I interviewed him for the podcast. Dan is Pimco's group chief investment officer, a managing director, and a member of the firm's executive committee and investment committee. He is also lead portfolio manager for the firm's Income, Credit Hedge Fund, and Mortgage Opportunistic strategies, and a portfolio manager for Total Return strategies. Morningstar named Dan Fixed-Income Manager of the Year for 2013. Dan earned his bachelor's degree in economics from Occidental College and his MBA in analytic finance at the University of Chicago Booth School of Business. We conducted this interview at Pimco's headquarters in Newport Beach, California.BackgroundBioPimco Income Institutional FundPimco Credit Opportunities Bond Institutional FundPimco Mortgage Opportunities and Bond Institutional Fund“Dan Ivascyn: Building a Portfolio to Bend but not Break,” The Long View podcast, Morningstar.com, Sept. 11, 2019.Secular Outlook“The Aftershock Economy,” by Dan Ivascyn, Andrew Balls, and Richard Clarida, pimco.com, June 6, 2023.“Income Fund Update: Capitalizing on the Global Opportunities in Fixed Income,” by Dan Ivascyn and Esteban Burbano, pimco.com, May 13, 2024.“What to Expect When You're Expecting Rate Cuts,” video interview with Dan Ivascyn and Kimberley Stafford, pimco.com, April 25, 2024.“Pimco's Ivascyn Warns of ‘Too Much Enthusiasm' on 2024 Rate Cuts,” by Michael Mackenzie, Bloomberg.com, Nov. 15, 2023.“Income Fund Update: Compelling Yields Today, Potential Price Appreciation Tomorrow,” by Dan Ivascyn and Esteban Burbano, pimco.com, Feb. 20, 2024.“Capitalizing on Market Shifts in 2024,” video interview with Dan Ivascyn and Kenneth Chambers, pimco.com, January 2024.“Bonds Look Attractive Compared With Cash, Equities,” by Dan Ivascyn, pimco.com, February 2024.“Yield Matters: A Fresh Look at Core Bonds,” video interview with Dan Ivascyn, Mohit Mittal, and Richard Clarida, pimco.com, May 2024.“What Higher-for-Longer Rates Mean for Investors,” video interview with Dan Ivascyn and Kimberley Stafford, pimco.com, February 2024.“Opportunity in Focus: Private Credit,” video interview with Dan Ivascyn and Kenneth Chambers, pimco.com, January 2024.“Navigating Uncertainty With Alternative Investments,” video interview with Dan Ivascyn and Richard Clarida, pimco.com, December 2023.

Global Economic Advisor at PIMCO Rich Clarida speaks on the state of the US economy with Bloomberg's Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.

Richard Clarida is a professor of economics at Columbia University, a managing director at PIMCO, and was most recently the Vice Chair of the Federal Reserve Board of Governors. Richard rejoins David for this special bonus segment to talk about his interest in music and his first studio album, *Time No Changes.*   Richard's Federal Reserve profile Richard's PIMCO archive   David Beckworth's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings   Check out our new AI chatbot: the Macro Musebot! Join the new Macro Musings Discord server!   Join the Macro Musings mailing list! Check out our Macro Musings merch!   Related Links:   *Time No Changes* by Richard Clarida   *Richard Clarida on FAIT, R-Star, and the Future of the Fed's Framework* by Macro Musings

Richard Clarida is a well-known academic and policymaker who most recently was the Vice Chair of the Federal Reserve Board of Governors. Richard is currently a professor of economics at Columbia university and is also a managing director at PIMCO. Richard joins David on Macro Musings to talk about his academic and policy work, as well as his outlook for FAIT, the Fed's framework review, the future of R-Star, and more.   Transcript for this week's episode.   Richard's Federal Reserve profile Richard's PIMCO archive   David Beckworth's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings   Check out our new AI chatbot: the Macro Musebot! Join the new Macro Musings Discord server!   Join the Macro Musings mailing list! Check out our Macro Musings merch!   Related Links:   *How the Bundesbank Conducts Monetary Policy* by Richard Clarida and Mark Gertler   *The Science of Monetary Policy: A New Keynesian Perspective* by Richard Clarida, Jordi Gali, and Mark Gertler   *Monetary Policy Rules and Macroeconomic Stability: Evidence and Some Theory* by Richard Clarida, Jordi Gali, and Mark Gertler   *Monetary Policy Rules in Practice: Some International Evidence* by Richard Clarida, Jordi Gali, and Mark Gertler   Timestamps:   (00:00:00) – Intro   (00:03:04) – Richard Clarida's Background   (00:11:37) – Bridging the Gap Between Academic Economics and Real-World Markets   (00:21:50) – Richard's Journey Through the Policy World   (00:36:29) – Constructing the Fed's FAIT Framework   (00:40:53) – Evaluating the Results of the FAIT Framework   (00:54:17) – The Future of the Fed's Framework   (00:57:08) – The Future of R-Star   (01:00:50) – Outro

Former Fed Vice Chair and Global Economic Advisor at PIMCO Richard Clarida says the Fed is likely done hiking rates and will either just hold it where it is for longer or reduce the pace of interest rate cuts. He speaks with hosts Jonathan Ferro and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

PIMCO Managing Director and Global Economic Advisor Richard Clarida speaks on the FOMC meeting minutes with Bloomberg's Romaine Bostick and Gina Martin AdamsSee omnystudio.com/listener for privacy information.

Carl Quintanilla and Sara Eisen tackle today's biggest Money Movers from the floor of the New York Stock Exchange. 

Richard Clarida, Global Economic Advisor at PIMCO, reflects on the Federal Reserve's decision last week, a reflection of monetary decisions in 2023, and what he expects in from the Fed in 2024. See omnystudio.com/listener for privacy information.

Tech stocks powered higher today, led by strong gains in AMD and Google. Axonic's Peter Cecchini and Ned Davis Research Chief US Strategist Ed Clissold break down the market action. Earnings from Lululemon, Broadcom, RH and Docusign. Former Fed Vice Chairman Richard Clarida on what the Fed will do in 2024. Telsey Advisory Group CEO Dana Telsey breaks down the strength of the consumer and Lululemon's numbers. Susquehanna's Chris Rolland talks Broadcom. Broadridge CEO Tim Gokey on the plumbing underpinning the financial system. 

Análise do cenário do dia com o economista Pedro Renault.Acontece hoje o Itaú Macro Vision 2023!Será a partir das 8h45.Evento super bacana que contará com a participação de palestrantes internacionais como Keyu Jin e Richard Clarida, bem como representantes dos setores privado e público, tais como Roberto Setubal, Milton Maluhy, Fernando Haddad, Abilio Diniz, Eugenio Mattar, Rubens Ometto, Diogo Guillen, Raquel Lyra, Ratinho Junior, entre outros.CLIQUE AQUI PARA PARTICIPAR

Análise do cenário do dia com o economista Pedro Renault.Vem aí o Itaú Macro Vision 2023!Será dia 09/Nov a partir das 8h45.Evento super bacana que contará com a participação de palestrantes internacionais como Keyu Jin e Richard Clarida, bem como representantes dos setores privado e público, tais como Roberto Setubal, Milton Maluhy, Fernando Haddad, Abilio Diniz, Eugenio Mattar, Rubens Ometto, Diogo Guillen, Raquel Lyra, Ratinho Junior, entre outros.Link p/ inscrição aqui.

Análise do cenário do dia com a economista Lorena Dourado.Vem aí o Itaú Macro Vision 2023!Será dia 09/Nov a partir das 8h45.Evento super bacana que contará com a participação de palestrantes internacionais como Keyu Jin e Richard Clarida, bem como representantes dos setores privado e público, tais como Roberto Setubal, Milton Maluhy, Fernando Haddad, Abilio Diniz, Eugenio Mattar, Rubens Ometto, Diogo Guillen, Raquel Lyra, Ratinho Junior, entre outros.Link p/ inscrição aqui.

Análise do cenário do dia com o economista Pedro Renault.Vem aí o Itaú Macro Vision 2023!Será dia 09/Nov a partir das 8h45.Evento super bacana que contará com a participação de palestrantes internacionais como Keyu Jin e Richard Clarida, bem como representantes dos setores privado e público, tais como Roberto Setubal, Milton Maluhy, Fernando Haddad, Abilio Diniz, Eugenio Mattar, Rubens Ometto, Diogo Guillen, Raquel Lyra, Ratinho Junior, entre outros.Link p/ inscrição aqui.

Análise do cenário do dia com o economista Pedro Renault.Vem aí o Itaú Macro Vision 2023!Será dia 09/Nov a partir das 8h45.Evento super bacana que contará com a participação de palestrantes internacionais como Keyu Jin e Richard Clarida, bem como representantes dos setores privado e público, tais como Roberto Setubal, Milton Maluhy, Fernando Haddad, Abilio Diniz, Eugenio Mattar, Rubens Ometto, Diogo Guillen, Raquel Lyra, Ratinho Junior, entre outros.Link para inscrição aqui.

Análise do cenário do dia com o economista Pedro Renault.Vem aí o Itaú Macro Vision 2023!Será dia 09/Nov a partir das 8h45.Evento super bacana que contará com a participação de palestrantes internacionais como Keyu Jin e Richard Clarida, bem como representantes dos setores privado e público, tais como Roberto Setubal, Milton Maluhy, Fernando Haddad, Abilio Diniz, Eugenio Mattar, Rubens Ometto, Diogo Guillen, Raquel Lyra, Ratinho Junior, entre outros.Link p/ inscrição: https://live.popcast.com.br/itau/macrovision/?utm_source=canal_proprietario&utm_medium=revista&utm_campaign=ibba-visita-macro_vision-externo&utm_content=visitantes-link-na-midia_impressa

Análise do cenário do dia com o economista Pedro Renault.Vem aí o Itaú Macro Vision 2023!Será dia 09/Nov a partir das 8h45.Evento super bacana que contará com a participação de palestrantes internacionais como Keyu Jin e Richard Clarida, bem como representantes dos setores privado e público, tais como Roberto Setubal, Milton Maluhy, Fernando Haddad, Abilio Diniz, Eugenio Mattar, Rubens Ometto, Diogo Guillen, Raquel Lyra, Ratinho Junior, entre outros.Clique aqui para inscrição.

PIMCO Managing Director and Global Economic Advisor Richard Clarida discusses fear and greed in the markets with Bloomberg's Alix Steel and Guy Johnson. See omnystudio.com/listener for privacy information.

George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute. George is also a frequent guest on Macro Musings, and he rejoins the podcast to talk about some of the recent developments in the monetary and financial policy space. Specifically, David and George discuss the history and present developments surrounding FedNow, the future of real-time payments, how to revise the Fed's operating system, whether the Fed is currently delivering on a soft landing, and a lot more.   Transcript for this week's episode.   George's Twitter: @GeorgeSelgin George Cato Institute profile   David Beckworth's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings   Join the Macro Musings mailing list! Check out our new Macro Musings merch!   Related Links:   *George Selgin on False Dawn: The New Deal and the Promise of Recovery* by Macro Musings   *Getting Up From the Floor* by Claudio Borio   *Opening a Federal Reserve Account* by Julie Hill   *From Cannabis to Crypto: Federal Reserve Discretion in Payments* by Julie Hill   *Fiscal Arithmetic and the Global Inflation Outlook* by Peder Beck-Friis and Richard Clarida

PIMCO Global Economic Advisor Richard Clarida speaks about the Fed's decision to hike rates again with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information.

Richard Clarida, Fmr. Federal Reserve Vice Chair, PIMCO Global Economic Advisor & Columbia University Professor, says one more Fed hike is in play in the fall. James Athey, Abrdn Investment Director, reacts to the ECB hiking rates by 25 basis points. Vincent Reinhart, Dreyfus and Mellon Chief Economist and Macro Strategist, says Fed Chair Jerome Powell is "pretty confusing."Mandeep Singh, Bloomberg Intelligence, discusses Meta revenue, forecast beating estimates. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Former Federal Reserve Vice Chair Richard Clarida speaks with Bloomberg's Matt Miller and Katie Greifeld on the ECB and bank stress tests.See omnystudio.com/listener for privacy information.

PIMCO Global Economic Advisor Richard Clarida speaks with Bloomberg's Jonathan Ferro from PIMCO HQ in Newport Beach, California See omnystudio.com/listener for privacy information.

Richard Clarida, PIMCO Global Economic Advisor and former Fed Vice Chair, breaks down the most recent Federal Reserve rate decision. He speaks with Tom Keene, Jon Ferro and Lisa Abramowicz on a special edition on Bloomberg Surveillance. See omnystudio.com/listener for privacy information.

Former Vice Chair of the Federal Reserve, Richard Clarida and TD Securities Global Head of Rates Strategy, Priya Misra discuss the latest on the Fed decision with Bloomberg's Jonathan Ferro and Lisa Abramowicz. See omnystudio.com/listener for privacy information.

He's a renowned economist, he's worked in the IMF, he's an Asia specialist and he loves India. Josh Felman joins Amit Varma in episode 321 of The Seen and the Unseen to talk about his life, his times, and all that he has learnt about economics and human beings. This episode is co-hosted by Ajay Shah. (FOR FULL LINKED SHOW NOTES, GO TO SEENUNSEEN.IN.) Also check out: 1. Josh Felman on Twitter, Project Syndicate, JH Consulting and The Marginal Economist. 2. Why India Can't Replace China -- Arvind Subramanian and Josh Felman. 3. Three Globalization Shocks Could Hurt China and Help India -- Arvind Subramanian and Josh Felman. 4. India's Size Illusion -- Arvind Subramanian and Josh Felman. 5. India's Stalled Rise --  Arvind Subramanian and Josh Felman. 6. Are Intellectuals Killing Convergence? -- Arvind Subramanian and Josh Felman. 7. The Art and Science of Economic Policy — Episode 154 of The Seen and the Unseen (w Vijay Kelkar & Ajay Shah) 8. In Service of the Republic — Vijay Kelkar & Ajay Shah.. 9. Episodes of The Seen and the Unseen with Ajay Shah: 1, 2, 3, 4, 5, 6, 7, 8. 10. The Importance of the 1991 Reforms — Episode 237 of The Seen and the Unseen (w Shruti Rajagopalan and Ajay Shah). 11. The Forgotten Greatness of PV Narasimha Rao — Episode 283 of The Seen and the Unseen (w Vinay Sitapati). 12. The Life and Times of Montek Singh Ahluwalia — Episode 285 of The Seen and the Unseen. 13. What a Long Strange Trip It's Been — Episode 188 of The Seen and the Unseen (w Arvind Subramanian). 14. India's Lost Decade — Episode 116 of The Seen and the Unseen (w Puja Mehra). 15. Demystifying GDP — Episode 130 of The Seen and the Unseen (w Rajeswari Sengupta). 16. Pandemonium in India's Banks — Episode 212 of The Seen and the Unseen (w Tamal Bandyopadhyay.) 17. The State of Our Economy (Nov 2021) -- Episode 252 of The Seen and the Unseen (w Puja Mehra and Mohit Satyanand.) 18. Taking Stock of Our Economy (May 2021) — Episode 227 of The Seen and the Unseen (w Ila Patnaik). 19. The Indian Economy in 2019 — Episode 153 of The Seen and the Unseen (w Vivek Kaul). 20. Two Economic Crises (2008 & 2019) — Episode 135 of The Seen and the Unseen (w Mohit Satynanand). 21. The Long Road From Neeyat to Neeti -- Episode 313 of The Seen and the Unseen (w Pranay Kotasthane and Raghu S Jaitley). 22. Rukmini Sees India's Multitudes — Episode 261 of The Seen and the Unseen (w Rukmini S). 23. The Importance of Data Journalism — Episode 196 of The Seen and the Unseen (w Rukmini S). 24. Pramit Bhattacharya Believes in Just One Ism — Episode 256 of The Seen and the Unseen. 25. Elite Imitation in Public Policy — Episode 180 of The Seen and the Unseen (w Shruti Rajagopalan and Alex Tabarrok). 26. Maya on IMDb and Wikipedia. 27. The Refreshing Audacity of Vinay Singhal — Episode 291 of The Seen and the Unseen. 28. Stage.in. 29. Why Smart People Believe Stupid Things -- Gurwinder. 30. The Fall of Rome and the End of Civilization --  Bryan Ward-Perkins. 31. Richard Clarida and Thomas Laubach. 32. Thomas Laubach remembered by Ila Patnaik and Ajay Shah. 33. Parkinson's Law — C Northcote Parkinson. 34. That Which is Seen, and That Which is Not Seen — Frédéric Bastiat. 35. A History of European Morals — WEH Lecky. 36. I, Pencil — Leonard Read. 37. SPQR: A History of Ancient Rome — Mary Beard. 38. Mussolini: A Biography — Dennis Mack Smith. 39. Mussolini — RJB Bosworth. 40. The Great Dictator — Charlie Chaplin. 41. The chair-raising scene between Adenoid Hynkel and Benzino Napaloni. 42. Far Far Away on IMDb and Wikipedia — Amos Why. Check out Amit's online course, The Art of Clear Writing. And subscribe to The India Uncut Newsletter. It's free! Episode art: ‘A Man, A Dog and the World' by Simahina.

En este episodio especial de la cuarta temporada les presentamos la charla que dio desde el Auditorio BIVA, Richard Clarida, Asesor económico de PIMCO y Ex Vicepresidente de la Fed del 2018 al 2022, sobre las perspectivas económicas y la toma de decisiones de la FED para 2023. Hosted on Acast. See acast.com/privacy for more information.

Richard Clarida, Former Federal Reserve Vice Chairman, PIMCO Global Economic Adviser & Columbia University Professor, sees tighter supervision on banks. Dominic Konstam, Mizuho Americas Head of Macro Strategy, says it's "fairly intuitive that in the long run" Credit Suisse ends up merging with another bank. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, cites the "underlying fundamentals" as the reason why he still likes European banks. Neil Dutta, Renaissance Macro Research Head of US Economic Research, says the biggest risk of a hard landing is if the Fed follows the market pricing of interest rates. See omnystudio.com/listener for privacy information.

This is additional commentary from Richard Clarida that didn't make it into the episode. Legendary Fed Chairman Paul Volcker was highly critical of the Fed's policy of targeting 2% inflation, saying he saw “no theoretical justification” for it and that if successful, it “would mean the price level doubles in little more than a generation.” In this EXTRA exclusive, Former Fed Vice Chair Richard Clarida defends the 2% solution. --- Support this podcast: https://anchor.fm/wealthtrack/support

The best advice investors could have received at the start of 2022 was to not fight the Federal Reserve as it embarked on its most aggressive tightening cycle in more than 40 years. By raising the federal funds rate and continuing to hike, investors who recognized the impact on bond and stock prices could have avoided a lot of pain. As we move into 2023, the best advice for investors remains the same - "Don't fight the Fed." The Federal Reserve is being clear about its intentions to continue raising short-term interest rates and tapering its bond purchases until it reaches its target of bringing inflation down to 2%. Richard Clarida, a highly respected expert in Fed policy and Vice Chairman of the Federal Reserve under Chairman Jerome Powell, will be discussing these topics and more in this episode. He is currently a Global Economic Advisor at PIMCO, where he previously coined the phrase "New Neutral" in 2014, predicting that short-term interest rates would remain low for longer. He is also a key architect of the Fed's new policy framework of targeting an average inflation rate, allowing for higher rates of inflation without prematurely raising rates. WEALTHTRACK episode 1930 broadcast on January 20, 2023 --- Support this podcast: https://anchor.fm/wealthtrack/support

On this edition of Wall Street Week, Bob Michele, JP Morgan Asset Management CIO & Global Head of Fixed Income & Afsaneh Beschloss, RockCreek Founder and CEO wrap up the week in economic news and the markets. Richard Clarida, Former Federal Reserve Vice Chair & PIMCO Managing Director and Global Economic Advisor discusses the effects of quantitative tightening, and former US Treasury Secretary Lawrence H. Summers warns against the US evangelizing to China and more. See omnystudio.com/listener for privacy information.

Ellen Meade is a research professor of economics at Duke University and a veteran of the Federal Reserve System. Most recently, Ellen served as a special advisor to the board and Vice Chair, Richard Clarida. Ellen joins David on Macro Musings to discuss her research on monetary policy and her work at the Federal Reserve. Specifically, Ellen and David discuss the prospect of central bank independence at the Fed and the specter of fiscal dominance, the recent history of secrecy and transparency at the Fed and how that impacts the incentives to dissent, the effect of the Fed's forward guidance on recent policy events, what lessons from the past two years the Fed should incorporate into its next framework review, and much more.   Transcript for the episode can be found here.   Ellen's Vox EU profile Ellen's Research Gate archive   David's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings Click here for the latest Macro Musings episodes sent straight to your inbox!   Related Links:   *The Evolution of Central Bank Governance Around the World* by Ellen E. Meade and Christopher Crowe   *Central Bank Independence and Transparency: Evolution and Effectiveness* by Ellen E. Meade  and Christopher Crowe   *Publicity of Debate and the Incentive to Dissent: Evidence from the US Federal Reserve* by Ellen E. Meade and David Stasavage

Show notes at https://keithsnow.com As I write this there are many signs that America and the constitution that is supposed to protect our freedoms are in serious jeopardy. No matter what institution you observe you'll find behavior and policies that until a few years ago, did not seem feasible. In this episode, I intend to point out which of these institutions are crumbling and discuss how it affects us as citizens. I really feel for our veterans, who signed up to defend this country, and in many cases, are the most patriotic citizens we have. They must really be sad seeing what has happened to this country. I am patriotic too, but over the last few years, I have experienced a great awakening in my mind and have witnessed many others experience the same thing. Let me outline just a few of the reasons I am coming to this conclusion and why I think we need to talk about it if we are possibly going to survive what is coming. Corrupt Federal Reserve-Painted Itself Into A Corner The Federal Reserve is corrupt and out of tools to help this economy. Did you know that a few months back Jerome Powell, the Chairman of the Fed had been exposed for making illegal and unethical securities trades. After revelations of several scandals involving potential insider trading within the Federal Reserve have emerged over the past weeks, the agency has banned its officials from trading individual stocks as it scrambles to mitigate a legitimacy crisis and distrust of the public. The central banksters who supposedly manage our economy are caught making illegal “insider trades” right before policy announcements or decisions that would affect these trades. Last week, The American Prospect revealed that Fed Chair Jerome Powell sold between $1 million and $5 million from an index fund — a mutual fund that mirrors the performance of the market — just before a large market crash in October of last year. Jerome Powell was not the only one, several other Fed officials were involved as well, making this a pretty big scandal. These people understand full well how their decisions affect markets and securities, so they should never be allowed to trade. The Fed has also been embroiled in several other scandals. Last month, two regional Fed presidents were found to have traded significant amounts of stocks in 2020 as the markets were roiled by the pandemic. Dallas Fed President Robert S. Kaplan had made nearly two dozen stock trades worth $1 million or more. Boston Fed President Eric S. Rosengren bought and sold real-estate-related securities, which are related to Fed policy. Both officials have since resigned. Then, earlier this month, reports showed that the Fed's vice chair, Richard Clarida, had moved between $1 million and $5 million in stocks in February of 2020, the day before Powell announced potential policy overhauls for the pandemic. Clarida is still in his position. Most Americans are not familiar with the “repo markets” and what happened in the fall of 2019 which was a liquidity crisis or as I call it, a banking collapse. No liquidity equals no money equals collapse. I have asked many high net worth individuals about the repo crisis and they have zero clue of what I am speaking about. How did we get here? The Fed promised to “normalize” rates and liquidate the assets it's been purchasing regularly since the 2008 fiasco. They finally started to taper and raise rates in December 2018 if my memory serves, then going into 2019 they raised .25 basis points for three quarters. Then in September 2019, the bottom fell out of the repo market which is to say the interbank overnight lending rates at the NY Fed discount window which usually sees rates under 2% for short-term inter-bank loans went ballistic. Banks were wanting over 10% on these short span loans which can be hours or a day or two usually. So the banks did not trust other banks to be able to repay because there was no liquidity in the system. At that point, the Fed stepped in and injected huge sums of cash to avert this credit crunch that would have caused massive damage to the public's trust in our banks. They pumped cash from 17, September 2019 until July 2020 In the last quarter of 2019 – before there was any news of COVID-19 in the U.S., and months before the World Health Organization declared COVID-19 a pandemic – the Fed pumped $4.5 trillion in cumulative repo loans to unnamed trading houses on Wall Street – its so-called “primary dealers.” The collateral that the Fed accepted for the cumulative $4.5 trillion in loans consisted of $3.497 trillion in U.S. Treasury securities; $988.3 billion in agency Mortgage-Backed Securities (MBS); and $15.839 billion in agency debt. The Fed's emergency repo loan operations began on September 17, 2019. From September 17, 2019, through the last acknowledged operation on July 2, 2020, the Fed's repo loans cumulatively totaled $11.23 trillion, made up of the following pledged collateral: $7.137 trillion in U.S. Treasury securities; $4 trillion in agency Mortgage-Backed Securities (MBS) and $91.525 billion in agency debt. And yet, the Fed only funneled a total of $3.144 trillion in repo loans to its primary dealers from January 2 through December 30, 2008. So this 11.23 trillion pumped into our banking system in 6 months should be eye-opening to anyone reading this and also why we needed a plandemic or war with Russia to divert attention from this collapse. Stolen Election Some of you might not agree the election was stolen but I've seen and read enough indisputable evidence to know the real coup was not 1/6 rather 11/3/2020 when the fake president and his minions stole the election. I could go on forever here but just consider just this, Mark Zuckerberg funneled over $400,000,000 through front groups to pay for and place illegal drop boxes in swing state blue cities. They also paid the ballot harvesters for each ballot they stuffed into these boxes, video evidence documents this without dispute. These drop boxes collected hundreds of thousands of ballots with zero chain of custody. These illegal votes were counted in the 2020 election, that is blatant fraud. Secretary's of state in these swing states arbitrarily changed election laws without going through the legislature which is illegal enabling them to count votes days after the election was over, to change information on ballots which is illegal, and to accept ballots without chain of custody which is illegal. In Wisconsin many locales, again in blue cities, recorded 100% turn out which is mathematically impossible. Nursing homes abused elderly residents by making them sign votes or forged their votes even if they were deemed not fit to vote due to dementia, etc. So, the election was stolen and the administration you are being governed by is illegal, illegitimate, pretty much like a 3rd-world, banana republic. Government Agencies And Corrupt Bureaucrats Agencies like FDA, CDC, DOJ, FBI, etc. have all committed egregious crimes since the puppet was installed. the FDA knowingly approved a deadly injection, purposely hid evidence, and tried to release clinical studies rife with fraud and deadly results in 70 years as opposed to now. They went to court to fight the release of these drug trial data, does that not tell you what's going on? That data is now coming out and it's mind-blowing how dishonest, criminal and demonic these people are for allowing these shots to be forced upon our citizens, military and even children. The CDC has hidden evidence through this pandemic and recently the head of the agency said “we relied on too little caution and too much optimism”. CDC has changed the definition of a vaccine, CDC changed the tables that inform parents how toddlers should be progressing with language skills due to the absolute flood of kids needing speech therapy because masking those around them causes developmental delays. DOJ and its petty little dictator Merrick Garland, who was almost on the supreme court, is using his agency to threaten and scare concerned parents who show up at school board meetings. His daughter is married to a prominent company owner that provides “educational materials” filled with critical race theory to schools. Might this be a conflict of interest? He's labeled these parents domestic terrorists and then lied under oath when asked about it. FBI was involved with January 6th and they had many agents in the crowd urging people to rush the capital, that is incitement of violence, but they get away with it yet citizens who have been charged with trespassing are still locked up with no attorneys, no bail, nothing. Our government is filled with corrupt liars that have gotten us into wars, overthrown democratically elected governments, fomented color revolutions, etc. Watch this demon Victoria Nuland. Supreme Court Recently these pack of activist judges decided that the injection mandate was unconstitutional for workers of companies larger than 100 employees but decided that health care workers have to remain masked. The same workers who worked through this scam with no masks but all of a sudden Biden labeled them and forced them to be masked, and the court went along with it. During oral arguments, they even talked about the number of cases as a reason to make their judgment. Sotomayer who Obama appointed was using CNN's case stats as her argument for keeping this mandate, never mind the constitution which is why these jackasses are even there. So, the court is corrupt, and cannot be trusted to make decisions based on the constitution. Congress Let's just say we need term limits, most of them are corrupt pieces of garbage and if I discuss these slime bags I will get sick to my stomach, just mentioning the word Congress gives me anxiety. Media/Social Media It just came out the Biden regime paid over $1 billion to media and social media outlets to promote the deadly jab and to silence critics. They censor you off social media platforms, payment platforms, fundraising platforms, etc. if you go against their fake news and medical tyranny. I'm sure there is more….but suffice to say I envision a world where we all live out in the country, on vast properties, growing our own real food, canning tomatoes, and beans and milking cows and making butter, and loving our families in a healthy, old-schooled way, putting God first then family than neighbors. Resources for this episode: https://2000mules.com/ https://www.wealthmanagement.com/alternative-investments/real-reason-why-fed-can-t-and-won-t-raise-rates https://vaccineimpact.com/2022/censored-4-5-trillion-bank-bailout-4th-quarter-2019-months-before-covid-exceeded-2008-bailouts/ https://www.zerohedge.com/economics/failure-mmt-now-evident

Thank you to Laramie Energy and Caerus Oil and Gas for their sponsorship of this show. The Colorado legislative session begins January 12, 2022. Kim asks the question: “Will the Democrats once again push an agenda that is destructive to the quality of life of everyday, hard-working Coloradans?” Kim discusses with Producer Steve election integrity, the COVID-19/Wuhan-China virus narrative falling apart, security of jobs, and government-induced inflation. Another question: “Will complacent Republicans continue to capitulate to the tyrannical Democrats?” The Senate Majority Fund is hosting a fundraiser with former governor Bill Owens, head of the Finance Committee. Owens is the same man that supported and advocated for Proposition 119, a new marijuana tax “for the children.” Prop 119 would have created a permanent government with bureaucratic control that would never have been held accountable to the taxpayers, the state legislature, or school officials. CRT, Critical Race Theory, must be eliminated per Cain, a “negro,” stating the end goal of CRT is to divide the nation according to the color of one's skin and make little white children feel guilty and little black children think that they are victims. Federal Reserve Vice Chairman, Richard Clarida, resigns over questionable insider trading. Two other Federal Reserve officials have also resigned. Does Nancy Pelosi advocate that insider trading is legal for senators and members of Congress? Congressman Ed Perlmutter decides he will not run for re-election. Senator Chuck Schumer has an entirely different narrative today than just a few years ago, and Producer Steve plays the sound bites. Today the narrative is, “if Republicans … continue to abuse the filibuster … we must adapt so we can pass legislation.” Interestingly, Schumer continually uses the phrase, “our democracy,” the day after U.S. Constitution expert Rob Natelson was on the show and exposed it for what it truly is, power for Pelosi and fellow elite Democrats. Kimberlee Bell, the owner of Kunjani Coffee located at the northwest corner of Parker Road and Lincoln in Parker, gives a fun fact: 400 million cups of coffee are consumed per day. Being the creative individual she is, Kimberlee learned all she could about coffee and decided to open her own coffee shop. The government stifles creativity and innovation through government rules and regulations. Economic development commissions pick winners and losers. The natural way to develop the economy is to lower rules, regulations, and taxes for everyone so that entrepreneurs are free to be innovative. Guest Anne Jordan, founder of Nurses for Sustainable Care, discusses the value of fossil fuels in the operating room with Kim. Affordable, reliable, abundant, and efficient energy is the foundation of adequate health care and quality of life for individuals. Everyday miracles are performed in the operating room and would not be possible if only wind and solar energy were our energy source, especially in colder climates like Canada. We have seen the damage caused by California's rolling blackouts and the ice storm in Texas. Most of the supplies and equipment in the surgery room are manufactured with fossil fuels. Many of the supplies cannot be cleaned and are not biodegradable on a practical scale. Single-use plastics are much safer and cleaner. Individuals must be vigilant of policies affecting our lives daily and understand the ramifications of policies before an emergency

Should politicians be allowed to trade in the market? What benefits are there to the retail trader for them to do so? In today's episode of Hear Me Out, Victor Jones (ready in his blazer), Tom Sosnoff, and Tony Battista unpack these questions. In the case of Richard Clarida, was he being proactive due to nonpublic knowledge or coincidentally reactive? Both parties can agree that there are multiple benefits of congress and the senate participating in the market, but what underlying questions are going unanswered?

Should politicians be allowed to trade in the market? What benefits are there to the retail trader for them to do so? In today's episode of Hear Me Out, Victor Jones (ready in his blazer), Tom Sosnoff, and Tony Battista unpack these questions. In the case of Richard Clarida, was he being proactive due to nonpublic knowledge or coincidentally reactive? Both parties can agree that there are multiple benefits of congress and the senate participating in the market, but what underlying questions are going unanswered?

Kia ora,Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the International edition from Interest.co.nz.Today we lead with news the fourth pandemic wave rolling over Europe presents them with brutal choices, and will have global consequences.But first up, we can report that Jay Powell will be re-nominated for a second four-year term as the head of the US Fed. Lael Brainard, an ex-academic, will be nominated as his deputy, replacing Trump appointed Richard Clarida, an ex-PIMCO adviser and academic.Separately, Clarida has signaled that the Fed will likely taper faster when it announces the decisions at its mid-December meeting.The Chicago Fed's National Activity Index bounced back strongly in October after a weak September result and activity levels picked up noticeably.Completed home sales in October were unchanged from September, a slowing in this market. But the median price rise to US$393,900 (NZ$565,100) and the available inventory is now low at 10 weeks sales.Investor piled in to two UST bond auctions this morning with heavy demand. (2 year, 5 year) But both brought rising median yields.The Chinese central bank reviewed its loan prime rates and left them unchanged yesterday. That's 19 straight months of no-change.In Hong Kong, they are getting inflation rising, +1.7% in October from -2.3% in September, even as economic activity is shrinking, a bad case of stagflation there.In Hong Kong, HSBC is struggling to find an auditor big enough and brave enough to handle its requirements, despite a US$1 bln fee for a ten year contract. The job may go to a second-tier auditor.In Taiwan we are starting to see some weakness in their export machine, unusual for them. Export orders rose only +14.6% in October, the lowest expansion in a year, and well below the +23% rise expected.With the spreading fourth wave of the pandemic spreading fast in Europe, consumer confidence was expected to fall from already negative levels. But it is actually falling faster than expected as public safety lockdowns test the tolerance of the vaccine hesitant who despite the risks, are quite high in much of Europe. Despite that, consumer confidence is still above its long term average (which has always been quite negative).In Germany, Angela Merkel said many citizens don't seem to understand the severity of the situation. Her health minister said dramatically, by the end of their winter “just about everyone in Germany will probably be either vaccinated, recovered or dead”, leaving little possibility to survive as an unvaccinated German.In Australia, banking behemoth CBA thinks Aussie house prices will fall -10% in 2023. They say the housing market is in the twilight of an incredible boom but when higher interest rates arrive in 2023, things will turn lower. Not all Aussie bank economists are as negative in their forecasts.The UST 10yr yield opens today at 1.60% and up +5 bps since this time yesterday.  The price of gold will start today much softer at US$1813 and down by -US$32 since this time yesterday, and a two week low.And oil prices are +50 USc firmer at just over US$76/bbl in the US, while the international Brent price is now just over US$78.50/bbl. The US and some other consumer nations are getting ready to release some supplies from their strategic reserves. OPEC is threatening to curtail supplies, in response.The Kiwi dollar opens today softer at just under 69.7 USc. Against the Australian dollar we are soft too at just over 96.2 AUc. Against the euro we are lower at 61.9 euro cents. That means our TWI-5 starts today at 74.4 and actually its lowest since mid-October.The bitcoin price is -3.4% lower since this time yesterday, down to US$57,716. Volatility over the past 24 hours has been high at just over +/-3.0%.You can find links to the articles mentioned today in our show notes.And get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston and we'll do this again tomorrow.

The U.S. Federal Reserve and the European Central Bank have crafted new monetary policy frameworks for an era in which interest rates are hovering close to zero. The Fed's flexible average inflation targeting approach aims at inflation that averages 2% over time; when inflation has been running persistently below that level, the Fed will aim for inflation moderately above 2% for some time. It also aims at a “broad-based and inclusive” definition of maximum employment. The ECB says its goal is inflation of 2% over the medium term, and it describes its commitment to this target as symmetric (meaning it would be equally concerned about below- and above-target inflation). Are these new frameworks well understood by markets, businesses, consumers, and politicians? Have the central banks communicated them well? How have these frameworks been implemented so far? Are they well-suited for the current economic environment? The Hutchins Center on Fiscal & Monetary Policy at Brookings hosted a discussion of these issues by Richard Clarida, vice chair of the Federal Reserve Board; Philip Lane, member of the ECB's Executive Board; and Ben Bernanke, distinguished senior fellow at Brookings and former chair of the Federal Reserve. Following that discussion was a panel of Fed watchers—Julia Coronado of Macro Policy Perspectives; William Dudley, former president of the Federal Reserve Bank of New York; and Tiffany Wilding of PIMCO.   Subscribe to Brookings Events on iTunes, send feedback email to events@brookings.edu, and follow us and tweet us at @policypodcasts on Twitter. To learn more about upcoming events, visit our website. Brookings Events is part of the Brookings Podcast Network.

Some major earnings misses and a disappointing private sector jobs report in the U.S. weigh on the S&P 500 and Dow, and Fed vice-chairman Richard Clarida says price rises may delay a hike in rates until 2023. Italian bank Intesa San Paolo plans a €3.3bn dividend as it reports shrinking loan losses amid the pandemic recovery. Uber records an earnings beat but losses widen as the ride-hailer spends big on driver incentives. And, from the platform to the object - Robinhood becomes a meme stock in its own right, closing 50 per cent higher in yesterday's session. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tipo de cambio abre en $771,0, bajo el cierre de ayer, con las bolsas globales operando con ganancias moderadas ante resultados corporativos mixtos y a pesar de la amenaza que la variante Delta afecte la recuperación económica, con los inversionistas a la espera de los datos de empleo en EEUU a publicarse mañana. El dólar a nivel global transa plano luego de conocerse una leve caída en las peticiones iniciales de desempleo aunque en línea con lo esperado, mientras la tasa del tesoro a 10 años sube levemente. El vicepresidenta de la Fed, Richard Clarida, dijo ayer que el ente rector se encamina para subir las tasas en 2023.

Außerdem: Die Geschichte des Dow Jones im Schnelldurchlauf zum 125. Geburtstag.Nach dem Blick auf den Handelsstart in den USA an diesem Mittwoch wird gratuliert. Der Dow Jones hat Geburtstag! Der Index ist am 26. Mai 1896 erstmals veröffentlicht worden. Er stand damals bei 40 Punkten, die heute beinahe niedlich anmuten. Mehr zum 125. Geburtstag erfahrt ihr in der heutigen Ausgabe.Anschließend ein fast schon obligatorisches Notenbank-Update. Diesmal hört ihr Richard Clarida, den stellvertretenden Vorsitzenden der Fed, der zweite starke Mann nach Jerome Powell.Starke Unternehmenszahlen sind ein weiteres Thema. Zum vergangenen Quartal meldet Nvidia heute noch, wo die Umsatzerwartungen gestiegen sind. Außerdem geht hier ein kleiner Nervenkitzel mit einher, da Nvidia im Geschäft der Kryptowährungen mit drin hängt. Interessant dürften auch die Ergebnisse von Snowflake werden, die Cloud-basierte Datenservices anbieten. Erst im September war das US-Unternehmen an die Börse gegangen. Mit der Aktie hat man gut Gewinn machen können.Die Aktie des Tages aber ist mit Amazon ein alter Bekannter. Nach der jetzt bestätigten MGM-Übernahme steht nun die Hauptversammlung an. Hier werden viele Themen angerissen, über die Jeff Bezos am liebsten nicht reden möchte.  See acast.com/privacy for privacy and opt-out information.

MiTrading Matinal con Alberto Lezaun y Giancarlo Prisco. Disponible cada lunes, miércoles y viernes desde las 8 de la mañana.- MiTrading te recomienda el bróker XM.: https://www.xm.com/gw.php?gid=155790- www.mitrading.es- instagram.com/mitradingporalbertolezaun---EL FAMOSO INVERSOR Y GESTOR DE CARTERAS RAY DALIO DECLARÓ AYER QUE PREFIERE COMPRAR BITCOIN EN LUGAR DE BONOS. EL PRESIDENTE DE BRIDGEWATER ASSOCIATES DESCRIBE BITCOIN COMO UN INSTRUMENTO MÁS INTERESANTE PARA AHORRAR QUE LOS BONOS GUBERNAMENTALES O CORPORATIVOS.BITCOIN RECUPERA A ESTA HORA LOS 40.000 REPUNTANDO UN 30 POR CIENTO DESDE SUS MÍNIMOS. EL RESTO DE CRIPTOMONEDAS EN VERDE TAMBIÉN A ESTA HORA. DESTACA CARDANO QUE SE APUNTA UN 11 POR CIENTO.Y EL ORO PROSIGUE SU ESCALADA Y YA HA BORRADO SUS PÉRDIDAS DE 2021, AVIVADO POR LAS PREOCUPACIONES DE LOS INVERSORES ACERCA DE UNA SUBIDA DE LA INFLACIÓN. A ESTA HORA COTIZA YA POR ENCIMA DE LOS 1900. EL VICEPRESIDENTE DE LA FED, RICHARD CLARIDA, DIJO AYER QUE EL BANCO CENTRAL PODRIA ESTAR LISTO PARA DECELERAR LA COMPRA DE ACTIVOS. SI BIEN LA MAYORÍA DE INVERSORES ESPERAN QUE LOS PRECIOS AUMENTEN, SIGUEN LAS DUDAS ACERCA DE LA VELOCIDAD Y MAGNITUD DE ESTE AUMENTO. EL DOLAR POR SU PARTE DESCENCIÓ AYER HASTA UN MÍNIMO DE 4 MESES Y MEDIO. MAÑANA CONOCEREMOS EL DATO DEL PIB TRIMESTRAL EN ESTADOS UNIDOS Y LAS NUEVAS PETICIONES DE SUBSIDIO POR DESEMPLEO.

Keukenpapier In de supermarkt hoeven de prijsstickers nog niet vervangen te worden. Maar pas op: daar heb je krimpflatie. Een van de mooiste voorbeelden die ik tegenkwam was de prijs van keukenpapier bij de supermarktketen Costco. De prijs bleef hetzelfde, alleen zaten er 20 velletjes minder op een rol. Wat is nou 20 velletjes? Nou, als je ze net nodig hebt, mis je ze wel. Dat komt overeen met een 14,3 procent hogere prijs per vel. Een duidelijk geval van krimpflatie: de prijzen lijken gelijk, maar dat zijn ze niet. Markt sussen Richard Clarida, de vicevoorzitter van de Fed, was ook verrast. Hij probeerde de markt te sussen door te benadrukken dat het maar één cijfer is en dat veel van die prijsstijgingen transitoir zijn. Er is inderdaad tijdelijk een groot verschil tussen vraag en aanbod. De prijs van Amerikaans hout is bijvoorbeeld in een jaar tijd meer dan verviervoudigd. Dat komt doordat de productiecapaciteit in maart 2020 flink is teruggeschroefd. Lees ook | Corné van Zijl | Inflatiehobbel Logisch, door de coronalockdowns dacht iedereen dat er een enorme economische crisis kwam. Maar consumenten hadden niets te doen en gingen juist bouwen en verbouwen, dus de vraag nam toe. En dan duurt het even voordat vraag en aanbod weer op elkaar zijn afgestemd. Vrijwel alle grondstoffen De houtfutures staan nu op 1.638 dollar. Als u het hout over een jaar geleverd wilt hebben, hoeft u nog maar 1.130 dollar te betalen, 30 procent goedkoper. Dit effect zie je bij vrijwel alle grondstoffen. Binnenkort mag u weer op verjaardagen komen. Als u terloops een interessante term wilt laten vallen, noem dan backwardation. Zo heet het fenomeen dat de huidige prijs van een grondstof hoger is dan de toekomstige prijs. Luister terug | Corné van Zeijl | Economen en de coronacrisis Moeten we dan bang zijn voor inflatie? Nee, voorlopig niet. Structureel hogere inflatie krijgen we pas als de lonen gaan stijgen. Dat zie ik nog niet gebeuren. Dalende koersen De aandelenkoersen daalden flink op het inflatiebericht. Maar aandelenbeleggers zijn niet bang voor inflatie. Ze zijn bang dat de inflatie zo hard stijgt, dat ook de Fed bang gaat worden voor inflatie en op de monetaire rem gaat staan. En daar kunnen financiële markten niet tegen. Met de huidige waardering van 22 maal de verwachte winst wordt dat wel een dingetje. Dan zullen we ook krimpflatie in de beurskoersen zien. Over de column van Corné van Zeijl Corné van Zeijl is analist en strateeg bij vermogensbeheerder Actiam en belegt ook privé. Reageer via corne.vanzeijl@actiam.nl. Deze column kun je ook iedere donderdag lezen in het FD. See omnystudio.com/listener for privacy information.

Strong U.S. earnings help push the Dow to a new record but tech stocks suffer as Federal Reserve Vice-chairman Richard Clarida says talk of tapering is still some time off. Pharma shares also tumble after the White House backs a patent waiver for Covid vaccines. Meanwhile, Sino-Australian relations deteriorate further after China suspends all activities associated with the Strategic Economic Dialogue between the countries. Beijing has accused Canberra of having a ‘Cold War mindset’. And in banking news, French lender Société Générale posts a first-quarter profit of €814m on the back of solid global bank performances.

Richard Clarida, Federal Reserve Vice Chairman, policy makers are looking for “hard numbers” on whether they're reaching their goals on price stability and employment before adjusting interest rates. Kenneth Rogoff, Harvard University Professor of Economics & Public Policy, says a rise in interest rates at this point in the global pandemic recovery would “turn the world upside down.” Angus Deaton, Nobel Prize-Winning Economist and Princeton University Professor of Economics & International Affairs Emeritus, says the pandemic has exacerbated economic inequality. Anthony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, sees value in the front end of the yield curve. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Richard Clarida, Federal Reserve Vice Chairman, policy makers are looking for “hard numbers” on whether they’re reaching their goals on price stability and employment before adjusting interest rates. Kenneth Rogoff, Harvard University Professor of Economics & Public Policy, says a rise in interest rates at this point in the global pandemic recovery would “turn the world upside down.” Angus Deaton, Nobel Prize-Winning Economist and Princeton University Professor of Economics & International Affairs Emeritus, says the pandemic has exacerbated economic inequality. Anthony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, sees value in the front end of the yield curve.

The Hutchins Center on Fiscal & Monetary Policy at Brookings hosted Richard Clarida, vice chair of the Board of Governors of the Federal Reserve, to talk about the latest developments in the economy and in monetary policy. https://www.brookings.edu/events/the-economy-and-monetary-policy-a-conversation-with-fed-vice-chair-richard-clarida/ Subscribe to Brookings Events on iTunes, send feedback email to events@brookings.edu, and follow us and tweet us at @policypodcasts on Twitter. To learn more about upcoming events, visit our website. Brookings Events is part of the Brookings Podcast Network.

Tuesday 1st September 2020 The Australian and NZ dollars reached two-year highs in the overnight session, with the US dollar declining further. Phil Dobbie asks NAB’s Rodrigo Catril whether the trend will continue, wand whether we could see the Aussie reach 80 US cents late next year. There’s also discussion on Warren Buffet’s investments in Japan, Richard Clarida’s explanation on the Fed’s policy change and how the rate of US COVID-19 fatalities seems to be reacting sluggishly to the fall in cases. Plus, what to expect from the RBA today and the US ISM manufacturing number tomorrow morning.

Fears remain… Wall Street closes in the red on global coronavirus concerns but Chinese shares are higher as Beijing insists that its key manufacturing provinces are rapidly coming back online. Federal Reserve vice-chairman Richard Clarida claims the U.S. economy looks to be in good enough shape to ride out the outbreak but says the central bank is continuing to monitor the situation. EU leaders have been locked in overnight negotiations over the bloc’s next budget. Commission president Ursula Von Der Leyen tells this channel that modern climate and digital policies must feature in the agreement. And Unicredit’s CEO Jean-Pierre Mustier is reportedly set to take over from Noel Quinn at the head of HSBC amid a huge personnel overhaul at Europe’s largest bank. We also have earnings from Valeo, Allianz and Pearson.

Richard Clarida discusses the U.S. economy and the challenges facing the U.S. Federal Reserve. The C. Peter McColough Series on International Economics brings the world's foremost economic policymakers and scholars to address members on current topics in international economics and U.S. monetary policy. This meeting series is presented by the Maurice R. Greenberg Center for Geoeconomic Studies.

Ellen Zentner, Morgan Stanley Chief U.S. Economist, expects to see business investment improve before the consumer cracks. Jeffrey Rosenberg, BlackRock Financial Senior Portfolio Manager, says a stronger than expected jobs report eases concerns of manufacturing uncertainty. Richard Clarida, Federal Reserve Vice Chairman, says the economy is in the trend of range growth. And Lawrence Kudlow, National Economic Council Director, says phase one trade talks are not complete but are going well. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ellen Zentner, Morgan Stanley Chief U.S. Economist, expects to see business investment improve before the consumer cracks. Jeffrey Rosenberg, BlackRock Financial Senior Portfolio Manager, says a stronger than expected jobs report eases concerns of manufacturing uncertainty. Richard Clarida, Federal Reserve Vice Chairman, says the economy is in the trend of range growth. And Lawrence Kudlow, National Economic Council Director, says phase one trade talks are not complete but are going well.

Asian stocks get a boost at the end of the week following dovish comments from New York Federal Reserve president John Williams and Federal Reserve vice-chairman Richard Clarida about a possible rate cut later this month. Tensions in the Gulf bump oil prices higher following the taking down of an Iranian drone by a US Navy vessel. In corporate news, Microsoft shares soar to a record high following a 12 per cent rise in Q4 sales fuelled by its cloud service. Meanwhile, Boeing will take a near-$5bn tax hit as a result of the on-going grounding of its troubled 737 Max planes.

In an exclusive conversation with Tom Keene, Federal Reserve Vice Chairman Richard Clarida says the argument in favor of cutting interest rates has strengthened recently as cross currents buffet the U.S. economy, amid heightened uncertainty. Clarida also brushed aside concerns that the Fed's political autonomy is at risk from President Donald Trump. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In an exclusive conversation with Tom Keene, Federal Reserve Vice Chairman Richard Clarida says the argument in favor of cutting interest rates has strengthened recently as cross currents buffet the U.S. economy, amid heightened uncertainty. Clarida also brushed aside concerns that the Fed’s political autonomy is at risk from President Donald Trump.

Squawk Box anchors discuss the stock market rally in Asia and the U.S. with Wall Street recording its second-best day of the year. The strong performance comes after Federal Reserve Chairman Jerome Powell says the central bank is ready to ease policy amid rising trade tensions. Fed Vice-Chair Richard Clarida has told CNBC exclusively that he and his fellow policymakers will put in place policies to ensure the U.S. economy remains in a good place. Meanwhile, President Trump continues his state visit to the U.K., playing down differences between Washington and London over Huawei’s 5G rollout and promising a ‘phenomenal’ U.S.-U.K. trade deal once Brexit is achieved. He has also indicated he will forge ahead with slapping tariffs on Mexican goods despite opposition to the move from within his own party. And in Rome, joint deputy prime ministers Matteo Salvini and Luigi Di Maio agree to bury the hatchet and ease tensions to cooperate in the interests of political stability.

Squawk Box anchors discuss President Trump’s latest trade confrontation. This time he targets Mexico in a bid to quell the flow of illegal immigration across the southern border. The Mexican peso and U.S. futures slump off the back of the announcement. Manufacturing activity in China falls more than expected in May amid Beijing’s trade dispute with Washington. Across the Pacific, Federal Reserve vice-chairman Richard Clarida signals the central bank is open to rate cuts, should the economy weaken. And ride-hailing firm Uber reports a $1bn loss in its first quarterly market report since its IPO but shares rise on the data which is in line with expectations.

Host Jonathan Ferro comments live on Federal Reserve Vice Chairman Richard Clarida Speaking to the Economic Club of New York. He also speaks with Alastair McCaig, Director of Investment Management at Fern Wealth, and Tim Craighead, Senior European Strategist for Bloomberg intelligence.

Richard Clarida, Federal Reserve Vice Chairman, says the U.S. Economy is in good shape right now. Michael McKee, Bloomberg International Economics & Policy Correspondent, says the market is pricing in a much lower path for rate hikes for the Fed in 2019. Marianne Schneider-Petsinger, Chatham House Geoeconomics Fellow for U.S. & the Americas, says it is not clear what the Trump administration wants to achieve with China. Freya Beamish, Pantheon Macroeconomics Chief Asia Economist, highlights the divergent outlook of monetary policy for the PBOC and the Fed. Former Senator Alan Simpson, (R) Wyoming, remembers President George H.W. Bush.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Richard Clarida, Federal Reserve Vice Chairman, says the U.S. Economy is in good shape right now. Michael McKee, Bloomberg International Economics & Policy Correspondent, says the market is pricing in a much lower path for rate hikes for the Fed in 2019. Marianne Schneider-Petsinger, Chatham House Geoeconomics Fellow for U.S. & the Americas, says it is not clear what the Trump administration wants to achieve with China. Freya Beamish, Pantheon Macroeconomics Chief Asia Economist, highlights the divergent outlook of monetary policy for the PBOC and the Fed. Former Senator Alan Simpson, (R) Wyoming, remembers President George H.W. Bush. 

Harm Bandholz, Unicredit Bank Chief U.S. Economist, thinks Stanley Fischer will be hard to replace but Richard Clarida is a great pick for Fed Vice Chair. Troy Gayeski, Skybridge Partner & Portfolio Manager, says the U.S. consumer is in very good shape right now. Dennis Gartman, The Gartman Letter Editor & Publisher, says he'd rather own wheat than any other soft commodity. And Miriam Sapiro, Sard Verbinnen's SVC Public Affairs Managing Director & Vice Chairman, says trade negotiations require a holistic approach from several government agencies.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Harm Bandholz, Unicredit Bank Chief U.S. Economist, thinks Stanley Fischer will be hard to replace but Richard Clarida is a great pick for Fed Vice Chair. Troy Gayeski, Skybridge Partner & Portfolio Manager, says the U.S. consumer is in very good shape right now. Dennis Gartman, The Gartman Letter Editor & Publisher, says he'd rather own wheat than any other soft commodity. And Miriam Sapiro, Sard Verbinnen's SVC Public Affairs Managing Director & Vice Chairman, says trade negotiations require a holistic approach from several government agencies. 

Coinshares Chairman Danny Masters discusses the outlook for bitcoin and crypto currencies, security, and regulation in the industry.Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the yield curve, Richard Clarida and Fedspeak this week.PenFed CEO James Schenck discusses providing seed capital to fund veteran start-ups via their new Veteran Entrepreneur Investment Program. Kevin Tynan, Senior Auto Analyst for Bloomberg Intelligence, on China removing ownership caps on automakers.

Tony Crescenzi, PIMCO Portfolio Manager, says anyone appointed to the Fed should be great at communication. David Burton, Heritage Foundation's Senior Fellow in Economic Policy, says the tax legislation is a shadow of what it should have been. Kevin Cummins, Natwest Senior Economist, says the Fed rate hike pace won't be a threat to economic activity. RJ Gallo, Federated Investors Senior Portfolio Manager and Head of Duration Committee, says    tax cuts don't pay for themselves.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tony Crescenzi, PIMCO Portfolio Manager, says anyone appointed to the Fed should be great at communication. David Burton, Heritage Foundation’s Senior Fellow in Economic Policy, says the tax legislation is a shadow of what it should have been. Kevin Cummins, Natwest Senior Economist, says the Fed rate hike pace won't be a threat to economic activity. RJ Gallo, Federated Investors Senior Portfolio Manager and Head of Duration Committee, says    tax cuts don't pay for themselves. 

Richard Clarida, PIMCO Global Strategic Advisor, says Jerome Powell is an excellent appointment for Fed Chair. Catherine Mann, OECD Chief Economist, says it's not clear how much corporate tax reform is in the GOP package but we haven't seen the full details yet. Diane Swonk, Diane Swonk & Associates CEO and Founder, says the payback from infrastructure spending has been lost on lawmakers over time. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Richard Clarida, PIMCO Global Strategic Advisor, says Jerome Powell is an excellent appointment for Fed Chair. Catherine Mann, OECD Chief Economist, says it's not clear how much corporate tax reform is in the GOP package but we haven't seen the full details yet. Diane Swonk, Diane Swonk & Associates CEO and Founder, says the payback from infrastructure spending has been lost on lawmakers over time.

Richard Ben-Veniste, a partner at Mayer Brown and a former Watergate special prosecutor, says George Papadopoulos's indictment was a surprise and that Robert Mueller is running an efficient and appropriate investigation. Prior to that, Richard Clarida, a strategic advisor at PIMCO, says President Trump is choosing from the right group of people in the Fed Chair shortlist. Greg Valliere, Horizon Investments' chief global strategist, says anyone that's been in contact with Papadopoulos will be questioned by the FBI. David Herro, Harris Associates' CIO of international equity, says making Christopher Bailey an executive at Burberry was a mistake. Finally, Jeff Jarvis, a journalism professor at CUNY Graduate School, says it's too early to start government regulation of the internet.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Richard Ben-Veniste, a partner at Mayer Brown and a former Watergate special prosecutor, says George Papadopoulos's indictment was a surprise and that Robert Mueller is running an efficient and appropriate investigation. Prior to that, Richard Clarida, a strategic advisor at PIMCO, says President Trump is choosing from the right group of people in the Fed Chair shortlist. Greg Valliere, Horizon Investments' chief global strategist, says anyone that's been in contact with Papadopoulos will be questioned by the FBI. David Herro, Harris Associates' CIO of international equity, says making Christopher Bailey an executive at Burberry was a mistake. Finally, Jeff Jarvis, a journalism professor at CUNY Graduate School, says it's too early to start government regulation of the internet. 

Bloomberg View columnist Barry Ritholtz interviews Richard Clarida, a global strategic adviser for PIMCO and former assistant secretary of U.S. Treasury. His first day at the Treasury Department was Sept. 11, 2001, and he describes what it was like to start work during such a chaotic period. He also reminds us that during the financial crisis, many were originally concerned with a deflation scare. He gives the Fed high marks for crisis management during the Great Recession, but says that since the recovery has begun, it has been too slow to normalize and not very clear in its communications.

Bob Nardelli, Former Chrysler & Home Depot CEO & Chairman, said rolling back restrictions and lowering corporate tax rates will help companies stay in the U.S. and make money. Richard Clarida, PIMCO Strategic Advisor, said the U.S. inflation picture can turn on a dime. Robert Tipp, PGIM Fixed Income's Chief Investment Strategist, said volatility is low during rate hike cycles because the Fed has a lot of control. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bob Nardelli, Former Chrysler & Home Depot CEO & Chairman, said rolling back restrictions and lowering corporate tax rates will help companies stay in the U.S. and make money. Richard Clarida, PIMCO Strategic Advisor, said the U.S. inflation picture can turn on a dime. Robert Tipp, PGIM Fixed Income's Chief Investment Strategist, said volatility is low during rate hike cycles because the Fed has a lot of control.

Richard Clarida, a professor at Columbia University, discusses Janet Yellen's news conference and says there's evidence of the Phillips Curve effect in U.S. wages. Prior to that, James Sweeney, Credit Suisse's chief economist, says the U.K.'s outlook is confusing. Richard Painter, a professor at the University of Minnesota, says it appears that Trump fired Comey because of the Russian investigations. Finally, Diana Furchtgott-Roth, a senior fellow at the Manhattan Institute, says Trump's budget is a wish list. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Richard Clarida, a professor at Columbia University, discusses Janet Yellen's news conference and says there's evidence of the Phillips Curve effect in U.S. wages. Prior to that, James Sweeney, Credit Suisse's chief economist, says the U.K.'s outlook is confusing. Richard Painter, a professor at the University of Minnesota, says it appears that Trump fired Comey because of the Russian investigations. Finally, Diana Furchtgott-Roth, a senior fellow at the Manhattan Institute, says Trump's budget is a wish list.

Carrier deal in Indiana: good or bad? New sheriff in town? Trade policy to help workers: Ed Conard Everyone wins w/ Trump's across-the-board tax cuts. 78% go through biz. Top 1% earns 19% of income but pays 38% of taxes. Why punish success? Pence promises ambitious agenda. End ACA, immigration, SCOTUS appointment, tax reform, military build-up. Wm F Buckley Jr best eulogies: "A Torch Kept Lit" by James Rosen. Jobs report OK. Fed hikes in December. Trump appoints 5 Fed governors: monetary rule? Richard Clarida weighs in. Stocks slip. Bond rates rise. Profits better. Trump growth vision. Everything changes?

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss oil prices with Citigroup's Ed Morse; the global economic outlook with Pimco's Richard Clarida; and digital advertising and the tech landscape with Pivotal Research's Brian Wieser. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

PIMCO's Richard Clarida says the Fed should continue with gradual rate hikes. He joins Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com