December 19, 2022· 50 min

Where Things Stand Now With Inflation and the Fed

Jon Turek

Orality

Model

50%

Speaker Breakdown

HostTracy Alloway(1,424 words)

M:28%

HostJoe Weisenthal(2,118 words)

M:29%

GuestJon Turek(3,430 words)

M:28%

Oral Indicators

Agonistic26%

very, absolutely, literally

Engagement78%

you, our, your

Memory Aids100%

listen, now, so

Repetition100%

know (221x), think (120x), like (92x)

Parallelism100%

And I'm Tracy Alloway...., So we are recording this on De..., But what wasn't as expected wa...

Sound Patterns61%

62 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases6%

you know what, i mean, so to speak

Literate Indicators

Hedging10%

may, probably, seemingly

Passive Voice8%

be focused, be even, is anchored

Abstract Nouns15%

investment, business, chase.com/business

Subordination7%

while, since, because

Sentence Length51%

Avg: 17.8 words/sentence

Word Complexity44%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style22%

790 personal pronouns found

Descriptive Style68%

apply, absolutely, literally

Description

Last week was a big one. On Tuesday, we got a CPI report that came in substantially cooler than expected. Then on Wednesday, the Fed hiked 50 basis points, which was a step down from the series of 75 basis point hikes that we had been getting at recent meetings. So where do things stand now? When will we get a proper pivot? When will the Fed feel confident that inflation has been defeated. We spoke with two macro guests: Jon Turek, founder of JST Advisors and author of the Cheap Convexity Blog, as well as Tim Duy, Chief US Economist at SGH Macro as well as a Professor of Practice in economics at the University or Oregon. They gave as their readings on inflation, the Fed, and what to watch at the start of 2023. See omnystudio.com/listener for privacy information.

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