Danielle DiMartino Booth: Disinflation Signs, Job Market Stress, and More Rate Cuts Than Expected

The Julia La Roche Show, Released on 2/20/25 0:00 Welcome and introduction 1:10 Analysis of Fed minutes and debt ceiling impact 2:04 Discussion of Treasury general account and liquidity 3:50 MBS rolloff implications 5:18 Private sector layoffs and bankruptcies 8:20 Labor market conditions and Uber driver earnings 9:31 Initial jobless claims analysis and Fed outlook […]

The ‘last mile’ of disinflation is going to get a lot trickier, says Mohamed El-Erian

CNBC, Released on 1/11/24 Mohamed El-Erian, Allianz chief economic advisor and president of Queens’ College, Cambridge, joins ‘Squawk Box’ to discuss the latest market trends, what to expect from today’s December CPI data, the impact on the Fed’s rate path decision, and more. Mohamed El-Erian is the President of Queens College, Cambridge and the Chief […]