Dustin Reid on the Recent Fed Meeting and Long-Term Inflation Expectations
The Invested · mackenzieinvestments
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Show Notes
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.
Together, they explore the recent fed decisions to raise interest points by 75 basis points, what’s happening in Europe and Japan, and how all these affect the portfolio.
Learn by Key Topics:
(0:56) Thoughts on Inflation and Yesterday's Fed Meeting
(5:36) Correlation of Long-term Inflation Expectations and Headline CPI
(9:47) Views on a Potential Recession (Labour Market, Consumer Demand, etc.)
(15:05) European Central Bank and Views on Europe
(19:50) Views on Inflation in Japan and Bank of Japan
(26:25) U.S. Treasuries and Outlook on Inflation
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