Stephanie Roth

speaker

365 appearances 1 recordings 1 series first heard Jul 2026 last heard 15 Jul

Stephanie Roth’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Pomp Podcast · Chief Economist: Inflation Has Peaked — Here's What Happens To Bitcoin Next | Stephanie Roth · 15 Jul 2026 podcast

But in doing so, that just makes everything that evolves in the economy that much more important for markets.

So we'll probably just see volatility pick up, especially associated with anything that could dictate the path of policy into the future.

I don't think cuts are on his mind right now.

I think he's legitimately deliberating whether the Fed's going to have to hike or not.

My sense is he would prefer not to have to go ahead and do the hikes.

But I don't doubt that he would do it if he felt that the data really warranted it.

Now, with the most recent two important prints, payrolls and then inflation, it seems the data are moving in the right direction such that they could potentially hold off.

But I wouldn't be surprised if he actually went ahead and did it in September if the data warranted it.

Did a hike.

A cut is very far from now.

I don't think they're going to hike cut any time this year.

See, I actually would take the other view.

I think if there's a scenario where the Fed is cutting this year, I don't think the White House is going to be very happy with where the economy is.

Because the environment this year where the Fed is cutting means you have some real weakening in the labor market data.

There's a scenario where in 2027 things go really well, inflation comes down, then the Fed can cut for good reasons.

If they do it this year, I don't think it's going to be for reasons that anyone's going to be particularly happy with.

Because inflation has been above target for years.

The Fed isn't going to be comfortable cutting interest rates unless they start to see weakness in the labor market.

And right now we've seen a labor market that's pretty stable.

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