In this episode, we discuss the recent comments from the Fed on slowing down rate increases, the surprising strength in the industrial segments, and the impact of the Zero-covid policy in China.  Show Notes00:00:00 Introduction00:00:12 Slowing Down The Pace00:01:12 Entrenched Inflation Psychology?00:05:29 Strength in Industrial Customers00:07:32 China's Zero Covid policy00:09:46 Conclusion

In this episode, we discuss the recent comments from the Fed on slowing down rate increases, the surprising strength in the industrial segments, and the impact of the Zero-covid policy in China. Show Notes 00:00:00 Introduction 00:00:12 Slowing Down The Pace 00:01:12 Entrenched Inflation Psychology? 00:05:29 Strength in Industrial Customers 00:07:32 China's Zero Covid policy 00:09:46 Conclusion

In this episode, we discuss the recent comments from the Fed on slowing down rate increases, the surprising strength in the industrial segments, and the impact of the Zero-covid policy in China.&nbsp; Show Notes00:00:00 Introduction00:00:12 Slowing Down The Pace00:01:12 Entrenched Inflation Psychology?00:05:29 Strength in Industrial Customers00:07:32 China's Zero Covid policy00:09:46 Conclusion

The Transcript Podcast Episode 85

Welcome to The Transcript Podcast where we highlight and discuss key thoughts, ideas, and themes we picked from our reading of transcripts from earnings calls.

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The Transcript Podcast Episode 85

The Transcript Podcast Episode 85