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Podzept - The Bigger Picture

Macro MATTers: Jackson Hole and Fed leadership changes

Donnerstag, 4. September 2025

MP3

Shownotes

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss Chair Powell’s speech at Jackson Hole and recent changes to our Fed view. In addition, they discuss what upcoming changes on the Fed Board could mean for monetary policy.

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