Stephanie Roth
speaker
165 appearances
10 recordings
2 series
first heard Dec 2025
last heard 9 Jul
Stephanie Roth’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 — 10 in all, peaking in Apr 2026 with 5.
Appearances
We actually think that it will continue to get better, in which case this will certainly be the last cut under Chair Powell.
There's no more cuts under Chair Powell.
He's done.
And I think that's right.
He's fading into the sunset and just wants to avoid all of the questions that he didn't really want to answer.
Yeah, I mean, last night it was getting to be a little bit concerning when Trump made the comments regarding his comfort around the sharp drop in the dollar that we've seen.
That could also have reverberations throughout the rest of the market.
So I think that is fair to some extent.
Powell clearly don't want to comment on the dollar regardless.
But there was the legitimate risk, and there still is, that there could become reverberations as the carry trade unwinds.
But it seems that Besant is very well aware of the aftermath of that.
Yeah, we're probably going to see a backdrop where we're likely to have some firm goods prices in the next couple of months in the sense that, one, you tend to have, there's some seasonal issues in some of the data.
You have consumer stimulus that's going to hit goods prices for the next quarter or so.
And then beyond that, you're going to move to an environment where goods are running at roughly 0% year-over-year, and then it's back to an environment where it's all about the service sector.
i think they will be positive for the consumer but this is a consumer that is already doing fairly well spending was has been fairly solid in the fourth quarter and everyone's rise up their gdp numbers in in the fourth quarter q one should be equally pretty solid i think the the main takeaway is that yeah maybe even you do get a bit of a bump in consumer spending people will spend the stimulus checks that come to them that is the american consumer but then beyond that this is an environment where you have positive momentum in the economy so
I think it will be important.
That's entirely fair.
But it's also an economy that's performing a lot better than many expected towards the back part of the year last year when everyone was concerned about the health of the consumer, which was a journalist in the news conference asked the question, why wouldn't that lead to higher inflation, given how in some parts of this economy we are supply constrained?
The answer is that you'll see some sticky inflation through the first part of the year, in which case the next Fed chair is going to be in an environment where inflation is running roughly 3%, the economy is fairly firm, and they're going to be trying to cut interest rates and they're probably going to have trouble at first.
It's going to be later in the year when inflation starts to cool again, you lose a little bit of that momentum where it becomes a little bit easier of a conversation.
Showing 41–60 of 165 · page 3 of 9
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