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How difficult is it to assess inflationary impact of tariffs
How difficult is it to assess inflationary impact of tariffs
0:00
How high and when will inflation rise
How high and when will inflation rise
0:50
What is a strategy that will work moving forward
What is a strategy that will work moving forward
1:55
Price shock scenario
Price shock scenario
2:54
Price shock scenario
2:54
Personal attacks on Powell
Personal attacks on Powell
3:57
Thoughts on dot plots
Thoughts on dot plots
4:57
July meeting too early
July meeting too early
6:02
Dollar weakness
Dollar weakness
7:44
Dollar weakness
7:44
Dual mandate
Dual mandate
9:47
Dual mandate
9:47
Consumer confidence
Consumer confidence
10:29
Consumer confidence
10:29
Terminal and neutral rates
Terminal and neutral rates
12:04
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Jun 302025
Chapters
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How difficult is it to assess inflationary impact of tariffs
How difficult is it to assess inflationary impact of tariffs
0:00
How high and when will inflation rise
How high and when will inflation rise
0:50
What is a strategy that will work moving forward
What is a strategy that will work moving forward
1:55
Price shock scenario
Price shock scenario
2:54
Price shock scenario
2:54
Transcript
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