Workflow
New Century Advisors
icon
Search documents
Fed reducing rates due to labor market deterioration risk, says economist Claudia Sahm
CNBC Television· 2025-10-29 18:05
Interest Rate Impact - The Fed's interest rate decision's potential implications for investors are discussed [1] - The Fed's interest rate decision's potential implications for the U S economy are discussed [1] Expert Opinion - Claudia Sahm, chief economist at New Century Advisors, provides insights [1]
New Century Advisors' Claudia Sahm: Things are 'not normal' at the Fed right now
CNBC Television· 2025-09-17 17:13
like a. >> Big I can't tell you how excited I am. >> When was the last time we talked about the dynamics.>> I'm in. I'm I'm on the edge of my seat. >> Exactly.All right. Let's talk more about it. Joining us is Claudia Sardine, New Century Advisors chief economist and a former fed economist.Claudia, that that will be interesting, right. We'll see who dissents. We'll see how divergent the dot plots are.What are you looking for. >> Yeah. And I want to underscore that even in normal times, like we would expect ...
New Century Advisors' Claudia Sahm: Things are 'not normal' at the Fed right now
Youtube· 2025-09-17 17:13
like a. >> Big I can't tell you how excited I am. >> When was the last time we talked about the dynamics.>> I'm in. I'm I'm on the edge of my seat. >> Exactly.All right. Let's talk more about it. Joining us is Claudia Sardine, New Century Advisors chief economist and a former fed economist.Claudia, that that will be interesting, right. We'll see who dissents. We'll see how divergent the dot plots are.What are you looking for. >> Yeah. And I want to underscore that even in normal times, like we would expect ...
Bloomberg Surveillance 7/21/2025
Bloomberg Television· 2025-07-21 17:08
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. 00:00:00 Bloomberg Surveillance 00:05:00 Lori Calvasina, RBC 00:18:49 Patrick McHenry, Former Republican Congressman 00:25:23 Morning Movers 00:27:12 On Our Radar 00:33:16 Angelo Zino, CFRA 00:42:13 Skylar Montgomery-Koning, Barclays 00:52:33 Bob Michele, JPMorgan 01:07:29 Charles Myers, Si ...
美联储决议前瞻:“无视”特朗普警告,关注点阵图是否会有变化
Di Yi Cai Jing· 2025-06-17 00:21
经济增速或被下调。 当地时间6月17日,美联储上半年最后一次议息会议在美国华盛顿特区正式召开。 外界普遍预计,美联储将继续选择把基准利率维持在4.25%-4.50%的范围内,因为政策制定者正在权衡 最近的疲软通胀数据与美国总统特朗普贸易政策带来的持续不确定性。虽然货币政策的短期前景是稳定 的,但季度更新的经济展望SEP和利率点阵图可能会带来更多货币政策的线索,美联储主席鲍威尔的发 布会也将吸引众多目光。 经济展望如何变化 截至目前,通胀并未显示关税影响。5月美国消费者价格指数(CPI)同比小幅上升至2.4%,核心CPI连 续第三个月维持在2.8%。机构认为,由于大多数零售商都在销售进口关税生效前囤积商品,通货膨胀 对特朗普全面关税反应缓慢。惠誉评级首席经济学家库尔顿(Brian Coulton)在一份报告中表示:"关 税上调前积累的库存可能导致关税效应延迟传导,而美国贸易政策的巨大不确定性可能影响了企业调整 价格的速度。" 降息前景是否明朗 自上月议息会议以来,美国总统特朗普频频施压美联储降息,并将之与包括欧央行在内的其他同行进行 比较。值得一提的是,5月末特朗普与美联储主席鲍威尔进行了本任期内的首次对话,然 ...