Robin Brooks
speaker
308 appearances
6 recordings
3 series
first heard Feb 2026
last heard 20 Aug
Robin Brooks’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 — 6 in all, peaking in Aug 2026 with 3.
Appearances
It is basically markets saying, hey, wait a minute, fiscal policy is out of control.
The government is unable to get on top of this.
It is going to print money to inflate away the value of debt.
And so the market buys safe havens of which precious metals are one expression.
So I'd say two things.
Um if I were Secretary Besson and I looked at what happened in the bond market versus what happened in the dollar and what happened in gold.
I would be pretty unhappy that this bang for the buck got me the thirty year treasury yield going only from five point three to five point two.
Yeah.
But the dollar's tumbling.
This is not a good trade off.
Yeah, the thing with the weak dollar is it's tricky, right?
It the you want it to go down, but you don't want it to tumble because that's bad for reserve currency status.
And in the end, we need foreigners to invest in the United States.
We have a big current account deficit.
So you want to tread that line very carefully.
Japan is a warning sign that if you fiddle too much with your
yields, and we talked about this yesterday, Kai, then your currency can really go in a depreciation spiral.
The US doesn't want that.
I mean, ideally I would say um, you know, in the big scheme of things, we're talking in these buybacks, couple billion of dollars versus the outstanding debt in the treasury markets, which is trillions.
So my guess is that Warsh is gonna ignore all this and focus on inflation and growth.
Showing 41–60 of 308 · page 3 of 16
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