Macro MATTers: Tariffs and inflation, trade deals, and threats to remove Chair Powell
Podzept - Deutsche Bank Research · Deutsche Bank Research Institute
July 23, 2025
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Show Notes
In the latest Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss evidence of tariff effects in the June inflation data, the implications of recent trade deals for the outlook, the market response to news reports that President Trump could remove Chair Powell, Governor Waller’s case for a rate cut, and the upcoming Treasury Quarterly Refunding Announcement. (Note: This podcast was recorded on July 23rd after a trade deal with Japan was announced but before any other deals were made.)