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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Appearances
And uh certainly if I were at the Fed, I'd be watching that very carefully.
I think that normally what you're accustomed to in a week like this last week, you would normally see a flight to quality, you would see Treasuries Rally.
And you would eventually start to get a better grip on what's going on.
Obviously, COVID was a good example of enormous uncertainty that took a while to resolve.
It's been unusual in my career to see a government-led action as opposed to an external shock.
A government-led action, i.e., man-made, right, that has in turn created this kind of uncertainty.
The good thing about this kind of situation, if it's man-made that created the uncertainty, it can also be susceptible to man-made actions that will address the uncertainty.
And I think that's what people in the market are hoping for.
Yeah, I just got back from Europe.
Yeah.
There certainly, yes, our strains around the world.
Yeah.
And yes, those bear watching.
Having said that, I do believe that there's a great opportunity to get this puzzle right and make this work.
But yes, there is some cost to what's happened up to now.
But I still think this can get resolved, but it's gonna require some action.
On our part, in order to do that.
And I think the markets in their in their up and down reaction today, they're just not sure how imminent that is and whether that's going to happen.
And so you're seeing this uncertainty prevail in the markets.
The problem with uncertainty going on for too long.
Showing 101–120 of 231 · page 6 of 12
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