Sudeep Reddy
speaker
239 appearances
6 recordings
2 series
first heard Mar 2026
last heard 6d ago
Sudeep Reddy’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 — 6 in all, peaking in Sep 2026 with 1.
Appearances
Player in all of this.
And when the Fed decides that it wants to do something, then markets will pay attention.
And until that happens, and unless that happens, you're going to see probably a little bit of noise there moving in the direction of some type of intervention.
But it's hard for anybody in the markets to take it all that seriously until the Fed really gets.
involved and uh and makes its intentions known.
So that's the one to watch and we'll be able to watch it next week.
The market realizes that this Treasurer Secretary knows what it's like uh on the other side of government interventions.
You can't bring a water pistol to a bazooka fight and they know you can't use four billion dollars in a two trillion dollar deficit uh where the government's borrowing this much money and think you're gonna actually have uh a meaningful impact.
What they wanna see is actual credibility from the people who are there.
This is uh uh it's not the same as the problem that the Fed has where there's a lot of confusion about what's the actual future course of Fed policy with uh dealing with inflation.
But uh in this case, uh the the credibility is not that high.
The there there were promises that inflation would be lower than it is.
Uh we're running well over three and a half percent.
Uh promises that deficits would be uh lower than they are.
We went through all that doge nonsense last year.
We have a ticket.
After all of those empty promises.
There were promises of higher oil production that we've had and obviously a direct result of the Iran war, inflation is higher, sending bond yields higher, it's a problem all over the world.
That is that needs actual solutions and you can't just uh do a one day intervention and think that's gonna have any lasting impact because it won't.
We are definitely not seeing growth levels that would allow you to grow gr your way out of it.
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