Tapas Strickland

speaker

3,313 appearances 30 recordings 1 series first heard Sep 2024 last heard Aug 2025

Tapas Strickland’s voice in public audio — every appearance, attributed to the second.

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NAB Morning Call · Bunker down and pizza · 22 Jun 2025 podcast

Uh what they could do is do limited retaliation on some US bases and they did this previously, um when one of their um one of their military leaders was assassinated a couple of years back.

uh also under uh President Trump, uh where they target a few military bases in Iraq.

And most geopolitical analysts that I read suggest that would be a relatively benign response.

It would be taken relatively positively.

So uh not only uh if Iran response, but also the type of Iranian response and what targets that they could uh encompass there.

Uh but as uh you're noting, President Vance uh did say that uh Iran's stockpile of enriched uranium was

Still intact, but he also said the US isn't interested in destroying the regime either.

Yes, those two Fed speakers, and there was a third one out there as well, Barken, they really illustrate the diversity of the thought on the FMC, which was pretty illustrated in the FMC dot plot there, where you had uh two officials there who wanted to pencil in uh three recuts, and you had seven who were thinking of no cuts whatsoever.

Um and so when when you uh look into the details there, Governor Waller, uh he wants to be

A little bit more preemptive in terms of the labor market.

His key quote that I found was if you're starting to worry about the downside risk to the labor market, move now, don't wait.

Why do we want to wait until we actually see a crash before we start cutting rates?

So I'm in favor of saying maybe we should start thinking about cutting the policy rate at the next meeting because we didn't all want to wait until the job market tanks before we start cutting the policy rate.

And uh, whereas uh Daly and Barken are more in the sense that

That uh the economy's not screaming out for rate cuts.

The labour market remains relatively resilient.

So in that sense, we can afford to wait and exactly see um how uh the tariffs spill over to to inflation.

Uh daily did say though, uh unless we saw a faltering in the labour market that was meaningful and thought it would be persistent, then the four looks more appropriate for a rate cut to to me.

So I think if i if for

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