Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making | Odd Lots

This week, we'll get fresh inflation data in the US, which will inevitably feed into the Federal Reserve's future decisions to raise, hold or lower benchmark interest rates. Meanwhile, the Biden administration is preparing to announce new tariffs aimed at curbing Chinese imports in key industries, including electric vehicles, batteries and solar cells. On this episode, we speak to Odd Lots favorite Viktor Shvets. The Macquarie strategist has a way of threading the needle between major global events and reaching back into history to provide context for our current macroeconomic moment. He describes the US central bank as a prisoner of its own policies, namely data dependency and the "dot plot." Meanwhile, China faces "massive" overcapacity problems as more and more countries put up barriers to its exports. We also talk about generational shifts and what they mean for investment.
See omnystudio.com/listener (omnystudio.com/listener) for privacy information.
Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.
Subscribe to Bloomberg Podcasts: bit.ly/BloombergPodcasts
Check out more Odd Lots: • Odd Lots
Get the Odd Lots newsletter via www.bloomberg.com/account/new...
And for all things Odd Lots, visit www.bloomberg.com/oddlots
Visit our other KZbin channels:
Bloomberg Television: / @markets
Bloomberg Originals: / bloomberg
Quicktake: / @bloombergquicktake
#Bloomberg #Podcast #OddLots
Visit us: www.bloomberg.com/podcasts
Follow Bloomberg Podcasts on Twitter: / podcasts
For coverage on news, markets and more: www.bloomberg.com/video

[@Long_Tail_of_Finance]

Good ep. The GI Generation is actually known as "The Greatest Generation".