Podcast appearances and mentions of tim duy

Cam Harvey, Professor at Duke University Faqua School of Business, joins to discuss the FOMC meeting, the Treasury auction, and outlook for a hard landing. Jen Rie, Senior Antitrust Analyst with Bloomberg Intelligence, and George Ferguson, Senior Defense/Aerospace Analyst with Bloomberg Intelligence, discuss the Spirit-JetBlue trial, what it means for the industry, and airline earnings and industry outlook. Tim Duy, Chief US Economist at SGH Macro Advisors, joins to discuss the Fed and outlook for rates in 2024. Chris Whalen, founder at Whalen Global Advisors, joins to discuss bank liquidity, the Fed, and outlook for a hard landing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Elliott Stein, Senior Analyst with Bloomberg Intelligence, joins to discuss the news regarding Jeffrey Epstein, JP Morgan, and US Virgin Islands. Brent Schutte, Chief Investment Officer at Northwestern Mutual, joins to discuss markets, investing, and outlook for the economy. Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss the UAW strike and the profit headwinds facing the auto industry. Aubyn Hill, Minister of Industry, Investment, and Commerce in for the Jamaican government, joins to discuss Jamaica's rare credit upgrade and outlook for the country's finances. Gary Shilling, president at A. Gary Shilling & Co., joins to discuss his outlook for markets, the Fed, and rate hikes. Tim Duy, Chief US Economist at SGH Macro Advisors, joins to discuss the Fed's most recent decisions and outlook for the economy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Tim Duy, Chief US Economist at SGH Macro Advisors and professor at the University of Oregon, joins to share his thoughts on the Fed. Gerard Barron, executive chairman and CEO at The Metals Company (NASDAQ: TMC), discusses EV battery materials, deep sea mining for them, his company's performance, and the state of commodity prices. Bloomberg Senior Technology Analyst Mandeep Singh talks about AI, chip curbs and outlook for Nvidia and others. Vince Cignarella, Macro Strategist for Bloomberg News, joins the show in studio to talk markets and the Fed. Callie Cox, US Equity Analyst with eToro, joins the program to discuss markets and sectors she likes in 2023. Selma Hepp, Chief Economist at CoreLogic, joins to discuss new US home sales and her note the Case-Schiller Index. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

Last week was a big one. On Tuesday, we got a CPI report that came in substantially cooler than expected. Then on Wednesday, the Fed hiked 50 basis points, which was a step down from the series of 75 basis point hikes that we had been getting at recent meetings. So where do things stand now? When will we get a proper pivot? When will the Fed feel confident that inflation has been defeated. We spoke with two macro guests: Jon Turek, founder of JST Advisors and author of the Cheap Convexity Blog, as well as Tim Duy, Chief US Economist at SGH Macro as well as a Professor of Practice in economics at the University or Oregon. They gave as their readings on inflation, the Fed, and what to watch at the start of 2023. See omnystudio.com/listener for privacy information.

As inflation data continues to come in hotter than expected, pressure on the Fed is ramping up big time. Traders are betting on more and more hikes, with a distinct possibility of a 50 basis point hike in March. So the question is, can the Fed hike in such a way that it tamps down inflation while not causing a recession? On this episode we speak with economist Tim Duy of SGH Macro Advisors and the University of Oregon, on the huge challenge facing the Fed this year. See omnystudio.com/listener for privacy information.

Show from 1/7/21Host Jeremy Schwartz talks to a well-known Fed watcher about rate hikes, pressure on wages, job growth, the 10 year and the shape of the yield curve. They discuss the long-term outlook and the possibility of a positive yield environment.Guest:Tim Duy – Professor of Economics at the University of Oregon and Chief US Economist for SGH Macro Advisors Follow Tim on Twitter: @TimDuy For more on SGH Macro Advisors visit their website: https://www.sghmacro.com/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

This week, Ursual Burns, the former Xerox CEO and first black woman to lead a Fortune 500 company discussed the gap between companies' rhetoric and results on International Women's Day. Tim Duy, SGH Macro Advisors economist, University of Oregon professor, and Bloomberg Opinion Columnist, joined to talk about the inflation debate ahead of next week's Federal Reserve rate decision. Liz Pancotti, Employ America senior advisor, broke down the economic impact of President Biden's $1.9 trillion stimulus package. Then Declan Kelly, chairman, CEO and co-founder of the global consulting firm Teneo, joined to discuss corporate America's reaction to the passage of Biden's stimulus package.

Alan Cole is a senior economist at the Joint Economic Committee of Congress. Alan joins David on Macro Musings to discuss his work with the JEC and his thoughts on the economy. Specifically, Alan and David discuss the high savings rate during the COVID-19 crisis, the track record of US monetary policy from the 2008 financial crisis to the 2020 COVID-19 crisis, why the Fed’s commitment to average inflation targeting is an incremental step toward level targeting, and suggestions for the Fed moving forward.   Transcript for the episode can be found here: https://www.mercatus.org/bridge/tags/macro-musings   Alan’s Twitter: @AlanMCole   Related Links:   The JEC’s Social Capital Project: https://www.jec.senate.gov/public/index.cfm/republicans/socialcapitalproject   *Saving and COVID-19* by Alan Cole https://www.jec.senate.gov/public/index.cfm/republicans/analysis?ID=754B52C6-04CD-458B-8755-98D1219398F1   *Stable Monetary Policy to Connect More Americans to Work* by Alan Cole https://www.jec.senate.gov/public/index.cfm/republicans/analysis?ID=051267FC-0147-4E31-BE80-946E0543AF82    *Bullard May Be More Right Than Wrong* by Tim Duy https://blogs.uoregon.edu/timduyfedwatch/2020/09/28/bullard-may-be-more-right-than-wrong/   *The Fed’s Mistake* by Adam Ozimek and Michael Ferlez https://www.economy.com/home/products/samples/2018-11-20-Feds-Mistake.pdf   David’s Twitter: @DavidBeckworth David’s blog: http://macromarketmusings.blogspot.com/

On this week’s episode of The Compound Show, we’re looking at how the political landscape might impact the economy and the stock market. First, Josh talks economic stimulus and the Fed with Professor Tim Duy of the University of Oregon. Next, Josh catches up with Joe Terranova, of CNBC and Virtus Investment Partners, to discuss the supply and demand imbalance in the stock market and approaches to investing.Thanks for listening and be sure to leave a rating and review! See acast.com/privacy for privacy and opt-out information.

This week, Michael Purves, the founder and CEO of Tallbacken Capital, joined to talk about how a Supreme Court fight became a market event. University of Oregon economics professor Tim Duy came on to discuss the economic collateral damage of no further fiscal stimulus. J.W. Mason, Roosevelt Institute fellow and City University of New York associate economics professor, joined to explain his new study about what we can learn from the economic mobilization during World War II and how it can be applied to both the ongoing climate emergency and the coronavirus crisis. Then Chris McGratty, the Head of U.S. Bank Research at KBW, came on to talk about what is dragging regional banks down.

Chief Investment Officer, John Eckstein and special guest, Tim Duy discuss COVID-19 impact on the U.S. labor market and potential scenarios moving forward. AIM-9/14/20-OP154 The post Astor Weekly Economic Review with John Eckstein—Episode 37 appeared first on Astor Investment Management.

Listen to our newest Podcast with Isaac Presley and Tim Duy as they discuss risks, opportunities, and inflation now and beyond the crisis. Subscribe and Follow Tim Duy on his blog Tim Duy's Fed Watch

Today on the Brief: EU leaders agree on $2 billion stimulus package LinkedIn job cuts show weakness in the professional sector Has DeFi jumped the shark? Our main discussion: The Fed’s changing inflation strategy University of Oregon professor and Bloomberg columnist Tim Duy recently penned a piece called “The Fed Is Setting the Stage for a Major Policy Change” arguing that we’re likely to see more inflation, promoted by the Fed.  In this episode, NLW breaks down: Why the Fed is turning away from its traditional inflation forecasting method  Why the Fed is likely to let real inflation hit 2% before doing anything Why some are calling the move “simply asinine”  Why some think the Fed is full of hot air and has no power to actually create inflation Why the Fed is trapped by its definition of inflation Audio clip featuring Alhambra Investments head of research Jeffrey Snider in an interview with Emil Kalinowski.

Why the Fed’s strategy on inflation is changing and why the definition used by America’s central bank may be hurting regular people. This episode is sponsored by Bitstamp and Crypto.com.Today on the Brief:EU leaders agree on $2 billion stimulus packageLinkedIn job cuts show weakness in the professional sectorHas DeFi jumped the shark?Our main discussion: The Fed’s changing inflation strategyUniversity of Oregon professor and Bloomberg columnist Tim Duy recently penned a piece called “The Fed Is Setting the Stage for a Major Policy Change” arguing that we’re likely to see more inflation, promoted by the Fed. In this episode, NLW breaks down:Why the Fed is turning away from its traditional inflation forecasting method Why the Fed is likely to let real inflation hit 2% before doing anythingWhy some are calling the move “simply asinine” Why some think the Fed is full of hot air and has no power to actually create inflationWhy the Fed is trapped by its definition of inflationAudio clip featuring Alhambra Investments head of research Jeffrey Snider in an interview with Emil Kalinowski.

Jerome Powell, chairman of the US Federal Reserve, laid out the central bank's stance on inflation, job growth and plans to support the economy in mid-June. Tim Duy, professor of practice and senior director of the Oregon Economic Forum at the University of Oregon, joins Mark Sobel, US chairman of OMFIF, to discuss the Federal Reserve's policies for job growth and the announcement that interest rates will remain near zero till 2022.   Music: https://www.bensound.com/royalty-free-music

With Dr. Tim Duy, Professor of Practice & Senior Director of the Oregon Forum at the University of Oregon's Department of Economics

Economics Professor and co-Director of undergraduate students at the University of Oregon Tim Duy joins the show to discuss the economic impact the coronavirus is having in the United States

On Wednesday's edition of The James Crepea Show on Fox Sports Eugene, James discusses the cancellation of spring high school sports with sports anchor Brandon Kamerman of KVAL. Economics professor Tim Duy of the University of Oregon joins the show to discuss the economic impact of the coronavirus.

Claudia Sahm is the Director of Macroeconomic Policy at the Washington Center for Equitable Growth and formerly was a section chief at the Board of Governors of the Federal Reserve System. Claudia specializes in macroeconomics and household finance, and joins the show today to talk about what the Fed has recently done and what fiscal policy can do in response to the economic meltdown caused by COVID-19. Specifically, David and Claudia discuss sending out direct payments to individuals, what the Fed’s remaining toolkit may look like, and how the freshly minted Sahm Rule may be of paramount importance as this crisis continues to develop.    Transcript for the episode can be found here: https://www.mercatus.org/bridge/tags/macro-musings   Claudia’s Twitter: @Claudia_Sahm Claudia’s Equitable Growth profile: https://equitablegrowth.org/people/claudia-sahm/   Related Links:   *The Case for a Big Coronavirus Stimulus* by Jason Furman  https://www.wsj.com/articles/the-case-for-a-big-coronavirus-stimulus-11583448500?mod=rsswn   *Go Big Or Go Home* by Tim Duy https://blogs.uoregon.edu/timduyfedwatch/2020/03/16/go-big-or-go-home/   *COVID-19 Pandemic, Direct Cash Transfers, and the Federal Reserve* by David Beckworth https://www.mercatus.org/publications/monetary-policy/covid-19-pandemic-direct-cash-transfers-and-federal-reserve   David’s Twitter: @DavidBeckworth David’s Blog: http://macromarketmusings.blogspot.com/

With Economist, Dr. Tim Duy, Founder of "Tim Duy's Fed Watch"

The trade war between the United States and China is heating up, with tens of billions of dollars in tariffs and counter-tariffs imposed by both sides. Some major Oregon industries will be severely affected, including agriculture and apparel. We learn more about the effect of the trade war on Oregon’s economy from Tim Duy, professor of Economics at the University of Oregon and director of the Oregon Economic Forum.

What’s a professional Federal Reserve watcher think about the current environment and what the Fed is seeing and doing in 2019? You’re about to find out as Tyler discusses the Fed’s fight with dis-inflation and a slowing economy with University of Oregon’s Tim Duy,  author of the Fed Watch blog.   Subscribe our podcasts: iTunes Google Play Stitcher Soundcloud   Follow Tyler article via his DailyFX Bio: https://www.dailyfx.com/authors/bio/Tyler_Yell   Talk markets on twitter @ForexYell

Show from 4/5/19Today’s show is all about Federal Reserve policy! Hosts Jeremy Schwartz and Liqian Ren talk to a Fed watcher who thinks fears about a recession can’t be dismissed. They get into inverted yield curves, interest rates, wage growth, and much more. Then they get into robo-trading platforms and investment strategy. Tune in!Guests:Tim Duy - A professor of practice in the Economics Department at the University of Oregon. He’s also the Senior Director of the Oregon Economic Forum, and writes a regular blog called “Tim Duy’s Fed Watch”.Read the blog: https://blogs.uoregon.edu/timduyfedwatch/Follow him on Twitter: @TimDuyJosh Brown - The CEO of RItholtz Wealth Management, a New York City-based investment advisory firm. Josh has been named by The Wall Street Journal, Barron's and TIME Magazine as the most important financial follow on Twitter, and his blog, The Reformed Broker, is read by millions of investors, traders and advisors around the world. He is also a CNBC Contributor.Follow him on Twitter: @ReformedBrokerYou can follow our hosts on twitter: @JeremyDSchwartz and @RLiqian See acast.com/privacy for privacy and opt-out information.

Today’s guest on the Alpha Exchange is Tim Duy, the Professor of Practice in the department of economics at the University of Oregon. After earning a PhD in economics there, Tim worked at the United States Treasury and later with the G7 Group, a political and economic consultancy where he focused on monitoring the Fed for clients and market participants. Tim returned to the University of Oregon in 2002 and is currently the Senior Director of the Oregon Economic Forum. In an environment in which Central Banks have become a substantial presence in markets, Tim has gained prominence as a Fed Watcher and is the author of the highly followed “Fed Watch” blog. My conversation with Tim focuses on the state of the US economy, the thinking of the Fed and its messaging to markets, the outlook for inflation, relevance of the Philips curve and thoughts on the balance sheet. I hope you enjoy my conversation with Tim Duy.

With Dr. Tim Duy, Senior Director of the Unversity of Oregon's Economic Forum

Tim Duy is a professor of economics at the University of Oregon, a columnist for Bloomberg, and a former economist at the U.S. Department of Treasury. Tim is also a widely read Fed watcher and a returning guest to Macro Musings. He joins the show today to talk about yield curves, Federal Reserve policy, and the future of the Jay Powell Fed. David and Tim also discuss the economic implications of a yield curve inversion, the possibility of new monetary regimes being introduced during Powell’s tenure, and how to combat groupthink at the Fed. Tim’s Twitter: @TimDuy Tim’s blog: http://economistsview.typepad.com/timduy/ Related Links: *Kashkari Isn’t Buying ‘This Time Is Different’ for Yield Curve* by Jeanna Smialek https://www.bloomberg.com/news/articles/2018-07-16/kashkari-isn-t-buying-this-time-is-different-for-yield-curve *Sorry, Mr. Trump, But You Had Your Chance for A More Dovish Fed* by Adam Ozimek https://www.forbes.com/sites/modeledbehavior/2018/07/22/sorry-mr-trump-but-you-had-your-chance-for-a-more-dovish-fed/#78eb6c206f76 *John Williams May Be One of the Best Central Bankers – But That Doesn’t Mean He Should Run the New York Fed* by Peter Conti-Brown https://www.brookings.edu/research/john-williams-may-be-one-of-the-best-central-bankers-but-that-doesnt-mean-he-should-run-the-new-york-fed/ *The Fed’s Striking Lack of Diversity and Why it Matters* by Aaron Klein https://www.brookings.edu/opinions/the-feds-striking-lack-of-diversity-and-why-it-matters/ David’s blog: macromarketmusings.blogspot.com David’s Twitter: @DavidBeckworth

In this episode of Behind the Markets Podcast hosts Chris Gannatti and Jeremy Schwartz discuss Brexit, the Italian economy, Macro Markets, Politics, and the Europe. They also delve into fed policy and consider the future of raising rates under Jerome Powell. Tune in!Guests:Manish Singh - Chief Investment Officer (CIO) at Crossbridge Capital, overseeing $3 billion in multi-asset investments ProfessorTim Duy - A prominent Fed watcher who writes a blog about monetary policy and economics. See acast.com/privacy for privacy and opt-out information.

On What'd You Miss This Week, Joe Weisenthal, Julia Chatterly and Scarlet Fu spoke with New River Investment Portfolio Manager and Bloomberg View Columnist Conor Sen about what he sees as the most worrisome (and not often discussed) constraint on U.S. economic growth at the moment. The U.S. is running short on truck drivers, and that's bad news for the whole economy. They also spoke with Tim Duy, University of Oregon professor, who broke down the latest inflation data and predicted the Federal Reserve could hike more than three times this year. And George Pearkes, Bespoke Investment Group Global Macro Strategist joined to talk about the net effect of the recent fiscal stimulus. The U.S. Economy is getting a big dose of stimulus from Washington with massive spending levels on top of tax cuts. With the economy already growing at a significant pace, it's going to make for an interesting experiment.

- Dr. Tim Duy, Editor of "Tim Duy's Fed Watch" - Please call 1-800-388-9700 for a free review of your financial portfolio

- Dr. Tim Duy, former US Treasury Dept. official and current member of the Oregon Governor's Council of Economic Advisors - Please call 1-800-388-9700 for a free review of your financial portfolio

Tim Duy is a professor of economics at the University of Oregon and a widely read “Fed Watcher.” Today, he joins the show to discuss writing on the Federal Reserve and how to interpret statements from Fed officials. In particular, Tim stresses the importance of the Fed Chair’s post-FOMC meeting press conferences. He also warns against taking too much stock in FOMC minutes. David and Tim also discuss the proper role of the Fed’s balance sheet in stabilizing monetary policy. David’s blog: http://macromarketmusings.blogspot.com/ Tim Duy’s homepage: http://pages.uoregon.edu/duy/ Tim’s “Fed Watch” blog: http://economistsview.typepad.com/timduy/ Tim’s Bloomberg archive: https://www.bloomberg.com/view/contributors/AC6KX2KfHjM/timothy-a-duy David’s Twtter: @davidbeckworth Tim’s Twitter: @TimDuy

When Federal Reserve Chair Janet Yellen speaks, the world watches — and one group watches especially closely. ``Fed watchers'' have made a career out of analyzing and dissecting the words and actions of Fed policymakers, particularly in the aftermath of the 2008 financial crisis that has seen the U.S. central bank launch thousands of stimulus programs. This week we speak to one of our favorite Fed watchers. Tim Duy is the professor of practice and senior director of the Oregon Economic Forum at the University of Oregon, a Bloomberg contributor and author of the aptly named Tim Duy's Fed Watch. He walks us through how the central bank came to dominate market discourse, and gives his tips on how best to engage in a bit of Fed watching of one's own.

- Tim Duy, Author of "Tim Duy's Fed Watch" - Please call 1-800-388-9700 for a free review of your financial portfolio

- Dr. Tim Duy, Sr. Dir. of the Oregon Economic Forum at Univ. Of Oregon - Please call 1-800-388-9700 for a free review of your financial portfolio

- Tim Duy, Editor of "The Fed Watch" - Please call 1-800-388-9700 for a free review of your financial portfolio