How Aggressive Does the Fed Need to Get?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 17 February 2023

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

U.S. stocks are sliding into the weekend, as investors contemplate the risk of sticky inflation and soaring U.S. Treasury yields. Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins Maggie Lake to break down the latest price action and discuss the monumental task facing the Fed. This is another extended Friday edition of the show, and in Part 2 Dr. Sri-Kumar will explain what’s driving central bank decisions around the globe. That will be available only to Real Vision members.We’ll also hear an update from Andreas Steno Larsen on global liquidity, and why he thinks liquidity may have already bottomed. You can watch that entire Steno’s Signals episode here: https://rvtv.io/3Itusiw Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:54.0	How aggressive does the Fed need to get? Hi, everyone. Welcome to the Real Vision Daily Briefing.
1:05.0	With me today is Dr. Shri Kumar, president of Shri Kumar Global. Hi, Shri.
1:10.0	Hello, Maggie. Could you be back with you?
1:12.0	It's great to have you here. And Shri is joining us for the extended Friday Daily Briefing.
1:18.0	Remember, it's that time of the week.
1:19.0	If you want to be part of the conversation, pass the half-hour point.
1:22.0	Make sure you scan the QR code and hit the link to become a member.
1:26.0	So Shri, quite a week to wrap up.
1:29.0	We had a steady drum beat, a lot of economic data, a lot of Fed officials talking.
1:34.0	And the data really seemed to surprise on the upside.
1:37.0	When we put it all together, what did we learn about the U.S. economy?
1:42.0	What you learned and you said it very well, Maggie.
1:45.0	You had a set of statistics and it is the case of parsing the statistics to see whether it's good or bad.
1:52.0	But let's summarize it very quickly.
1:55.0	On the good side, retail sales increased much more than anticipated, which suggests that the consumer has been very strong.
2:04.0	He or she is buying still despite all the rate increases.
	...

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