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GM05: FEDs reaction to the Global Pandemic ft. Danielle DiMartino Booth

Informações:

Sinopse

Our guest today is Danielle DiMartino Booth, CEO and chief strategist for Quill intelligence. One of the major themes of our podcast series so far has been the reactions of central banks to the global pandemic, and it’s likely effects on inflation and asset prices. As a former Fed insider, with nine years of experience as an advisor to the president of the Dallas Fed, Danielle is uniquely positioned to give us her take on the action taken by central banks so far, and what their next move is likely to be. However, our conversation was not just about the Fed, as it covered many other interesting topics including the curious timing of the US-China trade talks and when we first learned about COVID in the autumn of 2019 (one for conspiracy theorists!). Topics Discussed in this Episode: COVID-19 QE and the transmission mechanism China “The number of people moving from Chinese Suburbs, urbanization if you will, a massive, massive secular trend, was coming to an end… You pile the trade war into this preexisting dynam