Jonathan Ferro

What Jonathan Ferro has said on podcasts

3 statements

1. on Inflation categories above 3%NeutralSep 16, 2026· Bloomberg Surveillance

   Inflation categories above 3% will be a key metric for assessing Fed policy.

   “The number of inflation categories that are trading above or printing above 3 percent. He referenced that once again. That's going to be a key metric.”

   Listen at 6:00

   Open the episode · Instant Reaction: Fed Chair Kevin Warsh on Fed Policy
2. on Federal Reserve influence over oil and energy pricesNegativeSep 16, 2026· Bloomberg Surveillance

   The Federal Reserve has little influence over oil and energy inflation.

   “they don't have much influence over that. at all.”

   Listen at 9:25

   Open the episode · Instant Reaction: Fed Chair Kevin Warsh on Fed Policy
3. on Inflation returning to targetNegativeSep 16, 2026· Bloomberg Surveillance

   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.”

   Listen at 20:11

   Open the episode · Instant Reaction: The Fed Decides

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.