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

But despite that, you know, we're we're hanging around two and a half, two and three quarters on the PCE.

And I would argue that the excess.

Інфляціга'мэ.

to outsize fiscal spending.

So we are now in a new administration where they are dialing down fiscal spending.

So that excess demand is being pulled away.

You would normally consider that disinflationary.

Right.

But now we've got a supply shock issue related to tariffs, which relates ironically to goods, not services.

And so the most important thing the Fed is thinking right now is we don't have to have this figured out because we can't have it figured out.

If anything they learned from the transitory episode, don't try to jump ahead.

to predict things that you can't know.

And I think they're going to sit back, let the situation unfold.

And try to understand it, and they're going to be more reactive, not proactive.

And I think that will be the difference.

N not really in this case, in that you're right.

In the seventies we had a situation where we had slowing growth and an inflation issue.

One of the things I would say about this situation, I think you have to assess it.

For what's driving it?

What are the structural drivers?

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