Richard Clarida
Host Greg Hall sits down with former Federal Reserve Vice Chairman and PIMCO Global Economic Advisor Dr. Richard Clarida to discuss the events leading to the Fed’s much-anticipated decision. In this episode we take you behind this week’s 25 bps cut, sharing an insider’s perspective on how the Fed parsed rapidly-evolving economic signals in trade, labor markets, and inflation – and where the data may point us next.
In Jackson Hole, Chair Powell Hints at Near-Term Rate Cuts and Reiterates Long-Term Approach
The Federal Reserve notes the balance of risks to the U.S. economy may warrant a shift in policy stance – in other words, a rate cut.
To install a loyalist, Donald Trump will have to overcome barriers in the courts, in Congress, and in markets.
Explore insights on the neutral rate and rising term premium, highlighting the impact on U.S. Treasury Yields, risk compensation, and strategic duration positioning with market and economic charts.
The Fragmentation Era
With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalizing on attractive, high quality yields.
Sustainable adjustments to trade imbalances require supportive monetary and fiscal policies – not just currency intervention.
Former Federal Reserve Vice Chair Richard Clarida shares three charts highlighting possible macro inflection points in the business cycle: from growth and inflation to debt and labor.
Dr. Richard Clarida, who served as vice chair of the Federal Reserve during President Trump’s first term, gained firsthand insight into trade, tariffs and geopolitical tensions. Now a global economic advisor at PIMCO, he joins host Greg Hall and account manager Cory McNamara to discuss what's ahead for the Fed and how advisors can manage portfolios in uncertain times.
It is not just tariffs that might affect inflation and growth but also trade uncertainty and the effects of the ambitious Trump policy agenda.