The link between money supply and inflation breaks - Blu Putnam joins Alpha Trader


Manage episode 297974643 series 2562185
著作 Joseph Sancio and Seeking Alpha の情報はPlayer FM及びコミュニティによって発見されました。著作権は出版社によって所持されます。そして、番組のオーディオは、その出版社のサーバから直接にストリーミングされます。Player FMで購読ボタンをタップし、更新できて、または他のポッドキャストアプリにフィードのURLを貼り付けます。

This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Blu Putnam, chief economist at CME Group.

Among the topics covered:

  • Making sense of the continued decline in long-term yields even as inflation surges

  • Why we’ve probably already seen the peak in economic growth for this recovery cycle

  • A defense of the Fed’s “transitory” inflation argument

  • Alternative data sources like international travel numbers, sports attendance, and restaurant seating might give the first clue about how the Delta variant affects the growth outlook

  • Why modern banking means the link between the money supply and inflation has been irrevocably broken, and ...

  • Why 70s-style wage-push inflation isn’t an issue in today’s digital economy

Links of interest:

What does the bond market know as 10-year yield tumbles

10-year Treasury yield drops below 1.2% for first time since February

Listen to or subscribe to Alpha Trader on these podcast platforms:

Learn more about your ad choices. Visit

105 つのエピソード