Kathleen Hays Presents: Central Bank Central

Kathleen Hays Presents: Central Bank Central

Home
Podcast
Archive
About
Reinhart: Above-Target Inflation, Solid Job Market, Support Powell's Policy Hold
BNY Investments Chief Economist, Former Head of Fed's Division of Monetary Affairs says July Rate Cut Unlikely
 • 
Kathleen Hays
1
27:41
Emons: Global Markets Stay Calm as Operation Midnight "Denukes" Iran
Founder of Fedwatch Advisors Says One Lasting Impact of U.S. Attacks on Iran's Nuclear Facilities Is Brent Crude Breakout of Five-Year Downtrend
 • 
Kathleen Hays
26:30
Kaplan: Clarity on Final Tariff Size, Budget Bill Needed Before Fed Eyes Rate Moves
Goldman Sachs Vice Chair, Former Dallas Fed President, Sees Fed Eyeing Rate Cuts at July Meeting If Data Warrant, But Unlikely to Move Till Earliest…
 • 
Kathleen Hays
37:39
Plosser: Powell Doing "Very Good Job"of Positioning Fed to Move When Needed
Former Philly Fed President Says Cutting Rates While Deficit Is Soaring Could Boost Inflation Expectations, Pre-emptive Hikes Unwarranted in Face of…
 • 
Kathleen Hays
29:00
Omori Expects BOJ's New Bond Strategy to Stabilize Long-term JGB Yields
Chief Desk Strategist at Mizuho Securities Says BOJ to Get Back on Rate Hike Path Once Uncertainty Over Tariffs, War, Oil Prices Is Resolved
 • 
Kathleen Hays
23:15
Lockhart: Fed Firmly on Hold as Tariffs, War, Darken Clouds of Uncertainty
Former Atlanta Fed President Says FOMC Still looking to Cut Rates, Sees Hurdles for Rate Hikes Much Higher Unless Inflation Expecations Were to Start…
 • 
Kathleen Hays
1
27:42
Whalen Sees Rising Inflation, Fed Rate Hikes Ahead Even as May CPI Eases
Second Edition of "Inflated: Money, Debt, and the American Dream" Author Says Post-Covid Fed Policy Went Off the Rails
 • 
Kathleen Hays
1
30:51
Richardson: Job Market Solid But Slowing as Hiring Stability Turns into Hesitancy
Services Sector Firms Still Driving Payrolls Growth in BLS's May Report, ADP Shows Small Businesses that Make up 73% of U.S. Private Jobs Cutting…
 • 
Kathleen Hays
26:09
Ghamami Sees U.S. Debt Sustainable Now, Threat to Fed's Inflation Fight If It's Not
SEC Economist Says "Unprecedented" Growth of Private Credit Alongside Increasing Public Debt Bear Watching, Could Require More Scrutiny by Regulators
 • 
Kathleen Hays
34:58

May 2025

Blitz Downplays Recession Risk, Sees Rising Inflation as More Lasting Problem
Global Data TSLombard's Chief U.S. Economist Sees Fed Likely to Tolerate Rising Prices in Face of Budget Deficit Forces That Are Likely to Push Bond…
 • 
Kathleen Hays
34:58
Loo: MOF Able to Solve Japan's Bond Maturity Mismatch, Ease Market Strains
SSGA's Senior FI Strategist Says Japan's Gross Debt-to-GDP Ratio Exaggerates Nation's Financial Fragility Against Backdrop of "Self-funded" Federal Debt
 • 
Kathleen Hays
23:55
Shulyatyeva Sees Slowdown Not Recession Even as CEO Confidence Plunges
The Conference Board's Senior U.S. Economist "Wouldn't Be Surprised" If Fed Doesn't Do Rate Cut Till "Very Late in the Year"
 • 
Kathleen Hays
24:21
© 2025 Kathleen Hays
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture