Episode 149 – Beyond the Dot Plot — The Future of the Fed

A new era at the Federal Reserve is underway. In this episode of Current Account, Clay is joined by Dr. Alexis Crow, Partner and Chief Economist at PwC, to examine what leadership under Chair Kevin Warsh could mean for U.S. monetary policy and global markets. As the Fed prepares for its first meeting under new leadership, they explore competing pressures around interest rates, inflation, and political influence, as well as Warsh’s potential push to reshape the Fed’s framework. The conversation also looks at how investors should interpret a more uncertain policy outlook and what shifts in the Fed’s approach could mean for capital flows, the dollar, and financial stability worldwide. This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.