Tracey Manzi

What Tracey Manzi has said on podcasts

14 statements

1. on FOMCNeutralAug 31, 2026· Bloomberg Surveillance

   September remains an active possibility for a Federal Reserve policy change.

   “september is really a live meeting in terms of what we're going to see in terms of the fed decision”

   Listen at 12:17

   Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
2. on Federal Reserve rate hikeNegativeAug 31, 2026· Bloomberg Surveillance

   The Federal Reserve will not need to hike rates immediately.

   “we don't think that the fed is going to have to hike rates here”

   Listen at 12:28

   Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
3. on Bond yieldsPositiveAug 31, 2026· Bloomberg Surveillance

   Current bond yields near 5% provide reasonable confidence of earning 5%.

   “with yields on the ag close to 5% right now, you can have pretty good clarity that you can earn 5%.”

   Listen at 15:36

   Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech

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.

• Aug 31, 2026Warsh’s hawkish signal puts rate cuts under pressureBloomberg SurveillanceAug 31, 2026Guest