Transitory Inflation Still in Play: Macro Matters

An episode of the FICC Focus podcast, hosted by Bloomberg Intelligence, titled "Transitory Inflation Still in Play: Macro Matters" was published on November 18, 2021 and runs 27 minutes.

November 18, 2021 ·27m · FICC Focus

Summary

In this Macro Matters edition, host BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by Ian Shepherdson, Chief Economist at Pantheon Macroeconomics, to discuss inflation dynamics and the Federal Reserve's reaction function. Shepherdson doesn't believe the Fed will hike prior to 3Q22, even with the next few months' inflation running very hot. In a second segment, Interest Rate Associate Strategist Angelo Manolatos reviews his views on Canadian interest rates and suggests that the Bank of Canada may hike prior to the Fed, and rates generally should climb in 2022.

Episode Description