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
Right now, we haven't really talked about that ever.
From Fed watchers for 30 years, I've been doing this a long time.
There's never really been a lot of discussion around how the Federal Reserve could manipulate long-term rates.
But there is a thing there.
If they were able to start doing that, that would trickle its way through the economy.
One thing I wanna call out though is yes, we got a rate cut.
Yes, we're probably gonna get at least two more, maybe three into January of another
75 basis points, maybe a hundred, but I think for us to really go beyond that, we're gonna have to see.
You know, it's kind of like don't be careful what you wish for, because you'll have to see a dramatic deterioration in the underlying economy.
So everybody's like lower interest rates, yay.
Well, yeah, but hold on, right?
Because they're only really doing that if they are worried about where things are going to go.
Two other quick points.
The two big levers that we're all talking about right now, the interest rates and the tariffs, both of those take 12 to 18 months to percolate all the way through an economy.
Okay.
So the interest rates that we're lowering now are going to be visible a year from now.
The tariffs that we put in in April and May are gonna really start showing up in the beginning of the spring.
There is a gestation period to these things that virtually everybody pounding away on their keyboards on the online don't really talk about, right?
Don't look at inflation now to see whether tariffs are impacting.
And it's gonna be inflation in March that shows it.
Showing 481–500 of 944 · page 25 of 48
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