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 that's where you'd see the Fed be more willing to act.
But it's gonna be at least
a period of time.
It's not the May meeting.
I think they're going to watch it very carefully.
And I think the soonest you might see that materialize would be into June and over the summer.
The only other thing I'll mention that I'd be watching for very carefully at the Fed is you want to make sure there's orderly market function and particularly orderly treasury market function.
And again, as long as that's the case, I think the Fed
Well, watch all these things I just said, but be patient.
And they're gonna wanna see real hard evidence of the slowing before they took an action.
And the reason is they don't wanna jump.
the tariff situation gets resolved and at in the aftermath we still have an inflation issue and they regret that they've jumped into it and cut the rate.
I think they're going to need to be more reactive, which does mean that by the time they move, uh, you know, normally it'd say they're going to be on uh maybe the you could be accused of being late, but I think they're willing to take that risk.
So we started the uh Dallas Fed Energy Survey when I was running the Dallas Fed, and we did it particularly for this reason.
We wanted to get a grip on what were break-even levels.
At what levels are you profitable?
At what prices are you more likely to drill?
And what we're seeing is the following.
Four years ago, when the industry heard drill baby drill, they would be they they were very excited about that.
I think over the last three or four years, they have been drilling.
Showing 141–160 of 231 · page 8 of 12
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