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 · Bad Medicine and Lots of Hope Priced In · 7 Apr 2025 podcast

Looking for uh is there a Trump put and exactly what is that strike price? voice-verified

And uh you can see that the very aggressive market reaction uh to that fake news headline suggests investors are really looking for that strike price. voice-verified

Uh and then the second one is what is the what is Powell's put? voice-verified

Um and so uh there's a lot of talk about exactly uh when could the Federal Reserve come in and start to ease ease policy. voice-verified

Pushing back on a little bit against that and just worth noting our Fed Funds futures uh have about ninety-six point seven basis points worth of cuts priced in twenty twenty-five. voice-verified

That's pretty similar to to Friday. voice-verified

Uh so you haven't seen too much more further building in terms of um expectations of interest rate cuts. voice-verified

Uh and the US tenure yield is actually up fourteen basis points to four point one four percent. voice-verified

But I just wanted to draw you to two comments. voice-verified

So one was uh by Bill Dudley, the former head of the New York Fed under voice-verified

Bernanke and Yellen, I think it was. voice-verified

Um, he said that um any easing of monetary policy that stokes inflation expectations will necessitate a much harsher and costlier tightening later. voice-verified

Hence, I think investors are too optimistic about the likelihood of central bank support. voice-verified

Um and so I think that's a pretty powerful statement. voice-verified

Really chimes in with what uh Chair Powell was saying on Friday. voice-verified

They're really looking at uh inflation expectations, and in that avenue voice-verified

The University of Michigan consumer inflation expectations print on Friday is gonna be uh watched very, very closely there. voice-verified

And then the Feds Coo Kougler, who's our current governor at voice-verified

Will voice-verified

Um I think I think it will be relatively up up up to date. voice-verified

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