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Podcast: FICC Focus
Episode: Inflation and Policy Pivots with Seth Carpenter: Macro Matters
Description: Seth Carpenter, chief global economist at Morgan Stanley, expects the Federal Reserve to taper its balance-sheet policy in May and to begin easing interest rates in June. Carpenter joins hosts Ira Jersey and Will Hoffman of the Bloomberg Intelligence interest rate strategy team to give his views on economies and markets in this Macro Matters edition of the BI FICC Focus podcast. The trio discuss ongoing economic and inflationary dynamics, including the disinflationary process, potential catalysts and impacts of adjustments to the Fed’s balance-sheet policy. Carpenter also digs into the US Treasury Department’s decision-making process when determining the...