John Reade
speaker
553 appearances
2 recordings
1 series
first heard Oct 2024
last heard 10 Oct
John Reade’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Oct 2025 with 1.
Appearances
Um whether it's in you know
calling for uh much lower interest rates, labeling Jay Powell as too late in in his little nickname that Trump likes to give to the people around him, uh in the attacks upon Fed governors.
Uh all of these things I think have been more aggressive, more um rapid uh than the market was expecting.
Right.
Right, but it's not but it's not work
But it's not it's not working
Yeah, but it's not now, is it?
It's what's coming down the line.
We know we'll have another Fed governor next year and we know he will be select or he or she, but probably he will be selected by Trump.
And uh it's it's quite interesting.
I spend quite a lot of time at various conferences and uh organized by investment banks and and you hear uh their strategists and their economists pi painting out the picture for for interest rate policy.
And uh they're all working on the basis that, you know, the Fed will be independent and they'll have a rational um governor and uh um uh or chairman, uh chairperson I should say, uh of the Federal Reserve.
But the but there is the potential for this to go completely out the window.
Um I mean we could we could
end up with a uh a Federal Reserve dominated by Trump picks and uh with a Trump person in charge and interest rates way lower than uh um than they should be.
That m might work very well in the short term for the US economy, which perhaps goes some way to explain um why equities remain strong.
But it's not great for for holders of US dollars and it's not great for holders of treasuries.
So yes, I think treasuries can be weak.
I think uh I think the dollar can be weak, and I think people, particularly people outside of the United States that own US dollar assets, they may be happy with the assets themselves.
But not perhaps the exposure to the US dollar.
Showing 41–60 of 553 · page 3 of 28
← Previous
Next →