Tim Duy on the Huge Challenge the Fed Now Has in 2022
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 14 February 2022
⏱️ 55 minutes
🧾️ Download transcript
Summary
As inflation data continues to come in hotter than expected, pressure on the Fed is ramping up big time. Traders are betting on more and more hikes, with a distinct possibility of a 50 basis point hike in March. So the question is, can the Fed hike in such a way that it tamps down inflation while not causing a recession? On this episode we speak with economist Tim Duy of SGH Macro Advisors and the University of Oregon, on the huge challenge facing the Fed this year.
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| 0:42.8 | Hello, and welcome to another episode of the Odlots podcast. I'm Joe Wisenthal. |
| 0:59.6 | And I'm Tracy Alloway. Tracy, I was thinking outside of like crisis, |
| 1:07.2 | like outside of like, you know, spring of 2020, and obviously the sort of like year, |
| 1:13.5 | year and a half, like, surrounding the great financial crisis. I think right now is probably |
| 1:19.5 | maybe the most interesting time we've seen in a long time for the Fed and Central Banking. |
| 1:25.4 | Yeah, absolutely. I would agree with that. I mean, we spent, you know, immediately after 2008, |
| 1:32.6 | there was obviously a lot to digest, but then it was just years and years of basically the same |
| 1:37.2 | thing, really low inflation, and the Central Bank's kind of arguing whether or not to wind down |
| 1:43.8 | various stimulus programs, what exits we're going to look like. But now it feels like that |
| 1:50.6 | conversation has just been ramped up, you know, times 100, because you actually do have inflation, |
| 1:57.2 | you still have a lot of emergency liquidity lingering in the system, and the question is, |
| 2:01.6 | what are central banks going to do about it? And can they actually navigate clamping down on |
| 2:07.9 | price pressures without destabilizing the entire economic recovery? 100%. Like, you know, |
| 2:14.8 | we paid a lot of attention to the Fed and other big central banks, like, you know, for the last |
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