Adam Posen

speaker
1,220 appearances 2 recordings 1 series first heard Aug 2025 last heard 1 Sep

Adam Posen’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.

Appearances

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It reverses sign.
And what happens is when something screwy happens in the US, like we decide unilaterally to bomb Iran, like when we do
Crazy stuff on one big beautiful bill that's fiscally irresponsible, like when Powell is attacked in vicious terms by the president.
G.
Interest rates go up, dollar goes down.
And that looks like an emerging market.
Anyway, i i this is this is not just a data mining.
You can do it in very fancy econometric ways.
You get the same result.
The correlation of safety on the dollar has reversed.
And that would be a sign of what you're talking about, Tracy.
a half months of very clear data.
It's going the other way.
A lot of the things the Trump administration is doing are going to reinforce that because they've talked about taxing foreign investors differently in the US than domestic investors.
They've talked about punishing people who try to switch out of the dollar.
Stephen Moran, who's been nominated to be uh Federal Reserve Board Governor, you know, has talked about a Mar-a-Lago Accord and re-putting the dollar down.
There's real reason for it to behave this way now.
Talk to us
Thank you, Joe.
And and this goes to what Tracy was saying at the start about how m what you think you're achieving with this world change.
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