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EssentialThe Essential Conversation

FAIT: Does The Fed's Structurally Dovish Policy Have An Expiration Date?

Featuring Luke Kawa and Jonathan Turek

Aug 13, 2021 • 53 minutes

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Essential

The Essential Conversation

FAIT: Does The Fed's Structurally Dovish Policy Have An Expiration Date?

At last year's Jackson Hole, flexible average inflation targeting (FAIT) was introduced--but has the Fed since undermined it?

Featuring Luke Kawa and Jonathan Turek

Aug 13, 2021 • 53 minutes

At last year's Jackson Hole, flexible average inflation targeting (FAIT) was introduced—but has the Fed since undermined it? Luke Kawa, asset allocation strategist at UBS Asset Management, explores this turn of events. Together with JST Advisors founder Jon Turek, Kawa walks through how the origins of FAIT were intended to be a step toward more structurally dovish policy by extending the runway for cyclical economic activity. However, with divided voices coming out of the June FOMC meeting that appear to unravel that policy set-up, he shares his perspective on how this will influence markets as well as inflation and future growth. Filmed on August 10, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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