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Brian Stewart

๐Ÿ‘ค Speaker
1348 total appearances

Appearances Over Time

Podcast Appearances

Wall Street Breakfast
Wall Street Roundup: big name earnings

He kind of clashed openly with Ben Bernanke's easy money policies in the wake of the Great Recession.

Wall Street Breakfast
Wall Street Roundup: big name earnings

And the financial crisis.

Wall Street Breakfast
Wall Street Roundup: big name earnings

But lately, he's been talking more about the disinflationary impact of technology, basically suggesting that the Fed can let things run a little more, like be less strict in their view on inflation because technology and the markets in general are going to kind of take care of some of that.

Wall Street Breakfast
Wall Street Roundup: big name earnings

as well.

Wall Street Breakfast
Wall Street Roundup: big name earnings

So it, it, it's interesting.

Wall Street Breakfast
Wall Street Roundup: big name earnings

I mean, the, his service on the fed was more than a decade ago now.

Wall Street Breakfast
Wall Street Roundup: big name earnings

Right.

Wall Street Breakfast
Wall Street Roundup: big name earnings

So the idea that his ideas might've shifted, um, from that point isn't unusual.

Wall Street Breakfast
Wall Street Roundup: big name earnings

Uh, but it'll be, I think people are gonna be looking closely, especially during his confirmation hearings and things like that, exactly where he is in terms of kind of the hawkish dovish divide.

Wall Street Breakfast
Wall Street Roundup: big name earnings

So next week's a big one.

Wall Street Breakfast
Wall Street Roundup: big name earnings

Next week's the latest jobs data.

Wall Street Breakfast
Wall Street Roundup: big name earnings

The previous jobs data was pretty underwhelming.

Wall Street Breakfast
Wall Street Roundup: big name earnings

50,000 jobs added during the month, which is pretty anemic.

Wall Street Breakfast
Wall Street Roundup: big name earnings

I'm not making a prediction, but it's highly possible that we could see that dip into the negative with a revision.

Wall Street Breakfast
Wall Street Roundup: big name earnings

It could also be revised higher.

Wall Street Breakfast
Wall Street Roundup: big name earnings

So we'll see what happens with revisions.

Wall Street Breakfast
Wall Street Roundup: big name earnings

It's been pretty...

Wall Street Breakfast
Wall Street Roundup: big name earnings

common over I'd say the last like year, 18 months to see previous months revised lower.

Wall Street Breakfast
Wall Street Roundup: big name earnings

So kind of keep an eye on that.

Wall Street Breakfast
Wall Street Roundup: big name earnings

And then the unemployment rate had risen and then dipped again, dipped back in the latest.