The Balancing Act – The Economy, Inflation and Fed Policy in Focus 

The U.S. economy is undergoing a delicate balancing act, with many competing forces at play. The Fed’s interest rate policy is central to maintaining this balance, but the complexity of current inflationary pressures, labor market dynamics, consumer behavior and global tariffs, complicates decision-making.

  • If the Fed raises rates too much, it risks tipping the economy into recession, increasing unemployment, and stalling growth.
  • If the Fed is too slow to raise rates, inflation could become entrenched, eroding purchasing power and undermining long-term stability.

This episode dives into the current state of the U.S. economy, focusing on key economic data, rate policy decisions, and the outlook for the months ahead. With central banks caught in the middle of these challenges, we explore a wide range of economic issues, shedding light on how the Fed’s interest rate policy decisions shape the future of the U.S. economy and dig into what policymakers are signaling for the months ahead.

So, if you are a CFO, business owner, investor, or just someone trying to make sense of the mixed signals and current economic environment – this episode is for you.

Lynn Gargano

Lynn Gargano

Editor of the Financial Executives Journal and a strategic advisor to The Financial Executives Networking Group (FENG), where she contributes to thought leadership, business strategy, and the continued expansion of the organization’s digital and content platforms.

Lynn is an accomplished, business-savvy, senior financial executive and thought leader with an entrepreneurial mindset, focused on driving value creation. She has a strong financial acumen and deep understanding of financial levers with extensive experience in Financial Services, Asset and Wealth Management subsectors. Lynn is a collaborative leader, who bridges finance and strategic growth, turning insight into a growth engine, that drives P&L performance, unlocks revenue opportunities, guides strategic decision-making, and cultivates strategic partnerships.

Her background includes Big 4 public accounting, shaping her perspective on financial reporting, planning, and finance transformation.

Andrew Silverman

Andrew Silverman

Lead Transactional & Tax Policy Strategist at Bloomberg Intelligence

Senior tax policy and transactional analyst at Bloomberg Intelligence, a platform within Bloomberg Professional Services on the Bloomberg Terminal.

I have a broad tax, policy and transactional focus. I write about international and US federal and state tax change, the OECD BEPS initiative, tax controversy, transfer pricing and tax issues related to M&A and capital markets. I also cover M&A, IPOs and other corporate transitions.

I appear on Bloomberg Radio and TV to discuss tax issues, corporate actions and policy prognostication.

Ira Jersey

Ira Jersey

Ira Jersey is the Chief U.S. Interest Rate Strategist at Bloomberg Intelligence. He provides both top-down and bottom-up perspectives on U.S. Treasury, money market and related derivative products including the impact of the Federal Reserve, Congressional policy, the Federal budget, and Treasury issuance. His work can be found at BI RATEN on the Bloomberg Terminal.

Prior to joining Bloomberg Intelligence, Ira was a Strategist for the taxable fixed income teams at Oppenheimer Funds. He spent more than decade in fixed income research at Credit Suisse Securities and RBC Capital Markets most recently as the Head of U.S. Interest Rate Strategy at Credit Suisse. Early in his career he held positions at Morgan Stanley Dean Witter and The Vanguard Group.

Jersey has an MA in Economics from New School University, NY; an MA in International Studies from the University of Birmingham, UK; and a BA in Political Science and Broadcast Journalism from The American University, DC.

On the side, Jersey is the founder and co-owner of Real Central NJ Soccer, a minor league soccer club based near Princeton, NJ. The club’s first teams play in the highest-level adult amateur men’s and women’s national soccer leagues in the country. Other adult teams play in regional and state leagues.

His volunteer pursuits include advocacy for early American heritage as former Board Chair of Crossroads of the American Revolution National Heritage Area.

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