Show from 4/21/23

Jeremy Schwartz and Prof. Siegel speak on the ever-changing stats coming out of the Fed. Much is evolving as the data begin to reflect the macro highlights of Q1 2023. Tesla’s price war and P&G’s earnings are in the headlines. Expert economist Vincent Reinhart comes on the show to discuss the latest on housing and labor markets, global strain on banks, and every other big swing in the macroeconomy. He discusses the effect of major generational shocks like COVID and the Ukraine-Russia conflict on inflation, which he has researched at length. Check out the episode to learn more about the most important aspects of today’s geopolitics and economics!

Guest:

Vincent Reinhart is Chief Economist and Macro Strategist at Mellon Investments. In this role, he is responsible for developing views on the global economy and making relative value recommendations across global bond markets, currencies and sectors. Previously, Vincent served as the Chief US Economist and a managing director at Morgan Stanley. For the prior four years, he was a resident scholar at the American Enterprise Institute (AEI). Vincent also worked in several roles at the Federal Reserve over 24 years, including Director of the Division of Monetary Affairs and Secretary and Economist of the Federal Open Market Committee (FOMC). His academic publications primarily concern the conduct of policy and issues related to the monetary transmission mechanism as well as an analysis of alternative auction techniques and Treasury debt management. After an undergraduate training at Fordham University, he received graduate degrees in economics at Columbia University.

Learn more at https://www.mellon.com/about-us/our-people/vincent-reinhart.html

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