Macro MATTers: AI/the labor market and the Fed’s balance sheet

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss the potential impact of AI on the labor market and what Kevin Warsh’s nomination as Fed chair could mean for the Fed’s balance sheet.

Episode metadata supplied by the publisher feed · Published Feb 18, 2026

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