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 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

I think that would be very negative for markets.

I don't even think that's the outcome that the administration would want.

Because what you would see is an environment where the market sees the Fed as not independent.

And a Fed that risks having a severe inflation problem.

And therefore, I don't think it would be very good for risk assets.

I don't even know if that's a scenario worth hoping for.

Because...

I don't think that's even one that they would want to pressure Walsh to do.

And I would imagine Walsh would very much push back because he understands the market dynamics here.

And I think even if he were to be pressured to do something like that, I think he would immediately push back and say, the best way to bring down rates, which is ultimately what you want to do.

And by the way, nobody pays the federal funds rate, right?

People pay the 10-year rate, realistically, or rates that are further out on the duration.

And I think what he probably told the president before his first meeting was if we come out and we establish our credibility and independence and come across even as a little bit hawkish, that will bring down long-end rates, which is effectively what you want to accomplish here because that's what matters.

That's what mortgage rates are anchored off of.

That's what businesses are borrowing off of.

So if we come across as credible, that will actually bring down rates because that reduces the risk that we have some inflation spiral into the future, right?

So coming across as credible and independent is probably more important than a cut or two that's unnecessary or one that's not really appropriate given the economic conditions today.

Yeah, so...

Our thoughts there, you know, we've gotten this question a lot from clients.

IPOs is not something we typically write about as an economics team, but there have been a lot of concerns that with all these IPOs coming, that one, the market won't be able to absorb it.

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