The latest episode of the Global Rewire podcast, A Few Macro Missteps with Jill Cetina, is out now on YouTube, Spotify, and Apple Podcasts.
In this episode of Global Rewire, we dive deep into the macroeconomic forces reshaping global markets, monetary policy, and corporate financing. Joined by executive professor and former bank supervision official Jill Cetina, the conversation unpacks the Federal Reserve’s evolving policy playbook, the complexities surrounding the neutral rate of interest (R-star), and whether current inflation targets remain realistic in today’s volatile landscape.
The discussion explores how massive debt issuance—driven in part by corporate tech expansion and hyperscaler infrastructure investments—is applying unprecedented pressure to the yield curve and broader market liquidity. From bank capital regulations and systemic risk to the subtle ways central bank missteps can distort financial conditions, this episode offers an essential, high-level breakdown for investors, policymakers, and macro strategists trying to navigate the new economic reality.
If you enjoyed this episode, check out Jill’s Substack for more.
In this episode of Global Rewire, we dive deep into the macroeconomic forces reshaping global markets, monetary policy, and corporate financing. Joined by executive professor and former bank supervision official Jill Cetina, the conversation unpacks the Federal Reserve’s evolving policy playbook, the complexities surrounding the neutral rate of interest (R-star), and whether current inflation targets remain realistic in today’s volatile landscape.
The discussion explores how massive debt issuance—driven in part by corporate tech expansion and hyperscaler infrastructure investments—is applying unprecedented pressure to the yield curve and broader market liquidity. From bank capital regulations and systemic risk to the subtle ways central bank missteps can distort financial conditions, this episode offers an essential, high-level breakdown for investors, policymakers, and macro strategists trying to navigate the new economic reality.
If you enjoyed this episode, check out Jill’s Substack for more.
