US Economy Podcasts
US Economy Podcasts
In this episode, host David interviews Peter Conti‑Brown about his recent essay outlining three possible reforms to the Fed‑Treasury relationship, focusing on discount‑window liquidity and its stigma. They discuss recent remarks by Fed Governor Michelle Bowman and Treasury Secretary Janet Yellen on counting discount‑window collateral toward banks’ liquidity coverage ratios, and the trade‑offs between reducing moral hazard and enhancing market discipline. Conti‑Brown argues that while expanding discount‑window use could improve crisis management and revive interbank markets, it also raises concerns about subsidizing private banks and increasing moral hazard. The conversation situates these reforms within a historically unprecedented political environment, noting the heightened pressure on the Fed in 2025.
The episode breaks down the surprisingly weak February jobs report, which showed a loss of 92,000 jobs and a rise in unemployment to 4.4%, highlighting sectoral declines in health care, construction, manufacturing, and hospitality. WSJ economics reporter Justin Layhart explains...
In this episode of the Dividend Cafe, host David Bonson examines the current U.S. economic landscape, focusing on the paradox of disinflation that may arrive in 2026 but could be economically painful. He breaks down recent data—including a weaker-than-expected GDP...
