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
So through most of 2025, that was what we were facing.
We're facing with
What seemed to be a slowing economy under the covers with high headline inflation.
Heading into this year, first half of 2026, I expect, or I would not be surprised to see some of that underlying economic concern begin to manifest into things like higher credit card uh delinquency rates, loans being called a little bit more like uh lagging.
Deterioration symbols versus leading.
At the same time though, you're going to see inflation, I think, start to drop if the tariffs come off.
Don't forget the world just got another couple hundred billion barrels of oil plopped in his lap.
So I would not be surprised to see gas prices start to decline.
Fuel, right?
So all of that, especially oil, that puts a tremendously downward pressure on interest rates.
Then
put the political lens on it.
We all know Jerome Powell is not Donald Trump's favorite guy.
We all know he wants to get him out of there.
That's also gonna happen in the first half of this year.
And I I would bet
A lot of money that the next Fed chairman, if they are appointed by Donald Trump, will be an absolute dove when it comes to interest rates, which means they will cut.
So long winded interest.
I think
on.
Showing 321–340 of 944 · page 17 of 48
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