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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.
Appearances
Right.
markets, there are a couple of problems that Chairman Warsh has now.
The markets love to test Fed chairs in their first year.
They love to test their resolve and credibility.
And to have a Fed chair come out of a meeting like this and have all sorts of headlines about the credibility of the leader of the central bank is generally not a good thing.
The other is that he's in a bit of a bind here in that
A huge driver of the inflation problem is the Trump war in Iran.
And it's a war that on any given day, you get three different messages between war and peace and somewhere in between.
And so you don't actually know where that's going to go.
And if that is a key driver of the worst of the inflation, there is continuing underlying inflation as well.
But the ups and downs of that conversation are really bleeding into this noncommittal stance from the Fed chair.
And maybe he is just trying to avoid creating ire from the person who appointed him right off the bat.
And that's why he's noncommittal right now.
But the rest of the committee is going to have to come together and make a decision about whether they have credibility and resolve in this case.
That is the problem.
And markets are very clearly sending a message that they want the central bank
to indicate resolve about inflation.
And that's why we've got yields on the 30-year and at two decade highs, almost two decade highs now.
This is going to be a problem that will become, as you say, a feedback loop with
Mortgage rates ticking up, that's going to depress the housing market even more.
Showing 61–80 of 239 · page 4 of 12
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