Steve Lord
speaker
944 appearances
4 recordings
1 series
first heard Jul 2025
last heard 7 Apr
Steve Lord’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Apr 2026 with 1.
Appearances
The markets reacted, then those same
uh elements remove those things from the picture and the economy starts to take off, the stock market takes off, everybody's happy, yay, no more tariffs.
Of course, it was all an artificial construct to some extent in the first place.
It was really all just negotiation.
However,
The impact is real in in then, you know, first to second quarter of twenty twenty six.
So I have been in the camp that interest rates were going to need to come down because I thought that we would begin seeing quite a lot of deterioration in the market or in the um macro side of the economy.
Right.
Which hasn't happened.
Just flat out hasn't happened the
The core economy has proven through the end of last year to be more resilient than I think a lot of people, including myself, expected.
That is great, but what that means is that there is not necessarily
Room to lower the rates.
This is actually very important, very important.
Comment because
People misunderstand why interest rates go down and why they can't go down in some ways.
The interest rates are able to drop when the Fed is worried about a slowing economy and they don't have to worry about inflation picking up.
If they're worried about jobs, if they're worried about the economy slipping and all of that, they're going to want to lower interest rates to spool the economy back up again.
However, if you're out there with that environment and a high or worrisome inflation rate, the Fed is stuck.
Cause if it lowers interest rates, inflation starts to rise or can, right?
Showing 301–320 of 944 · page 16 of 48
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