Robert Kaplan

speaker

231 appearances 1 recordings 1 series first heard Apr 2025 last heard Apr 2025

Robert Kaplan’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · Rob Kaplan on How the Fed Will Think about the Tariffs · 10 Apr 2025 podcast

And then the last one we just talked about is tariffs, which has created all the impacts of potentially stickier prices.

Which is a supply side shock, but also is likely, based on our work, it's likely to slow growth.

So that's the package of things going on.

And so the question in then with all that, it's one thing if growth slips from what it might have been two and a quarter, two and a half percent.

We thought some number of weeks ago to say one and a half, one and three quarters, but you're

now have our own economists and other economists are now suggesting that growth is going to slip well below that, approaching zero or half of one percent.

And if these tariffs continue it, those estimates may even get revised down.

You've got a risk of a meaningful slowdown in growth.

Again, it doesn't have to unfold this way.

But a lot of it is gonna be a function of what actions they're taking here over the next days and weeks.

Great to talk with you.

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