What podcasts say about Jon Ferro
Every statement, with the speaker, the exact quote and the moment it was said.
What Jon Ferro has said on podcasts
7 statements · 2 positive · 4 negative · 1 neutral
The Fed chair’s rhetoric is disconnected from policy.
“There appears to be a disconnect between the rhetoric and the policy from the Fed chair Kevin Walsh.”
Open the episode · Instant Reaction: Fed Stands Pat, Says More Data Will Help Next DecisionListen at 2:47
The Fed held rates despite high inflation and a strong economy.
“Inflation is too high. The economy is strong. Yet the Fed decided to hold.”
Open the episode · Instant Reaction: Fed Stands Pat, Says More Data Will Help Next DecisionListen at 3:10
Williams and Jefferson’s guidance will determine policy even before new data arrive.
“when you hear from Williams and Jefferson, when their guidance about October or whatever the month might be comes in, even if it predates the data, that's what the policy is going to be.”
Open the episode · Instant Reaction: Fed Stands Pat, Says More Data Will Help Next DecisionListen at 4:59
Anthropic’s Dario is likely pleased with the Fed decision.
“If I'm Dario at Anthropic, I'm probably pretty happy with this decision and that news conference.”
Open the episode · Instant Reaction: Fed Stands Pat, Says More Data Will Help Next DecisionListen at 7:15
Anthropic has an IPO coming up within weeks.
“Got an IPO coming up in a few weeks.”
Open the episode · Instant Reaction: Fed Stands Pat, Says More Data Will Help Next DecisionListen at 7:22
The Fed is willing to tolerate above-target inflation without acting.
“they're willing to tolerate above target and messy prints like the one we just got because they're not willing to act.”
Open the episode · Instant Reaction: Fed Stands Pat, Says More Data Will Help Next DecisionListen at 14:02
High nominal GDP and crude prices make returning inflation to target difficult.
“The evidence of the last five years, though, Tom, is it's tremendously difficult to get inflation back to target with nominal GDP this hot and with the crude story in the mix, too.”
Open the episode · Instant Reaction: The Fed DecidesListen at 20:11
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.