Maybe the US is too hot for Kevin Warsh to handle: Inflation, interest rates and the Fed

In this podcast, Karen and Hugh outline why the US payrolls report was looking a bit too hot last week and why this week’s inflation print will be critical ahead of the Fed meeting next week. They also discuss why the upcoming US tech IPOs are unlikely to rattle markets short-term but that they will add a vital piece of information to help us assess how to invest in the companies bringing AI to the world.