Economics & Growth | Monetary Policy & Inflation
Podcast Transcript: Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks
- By Bilal Hafeez
- 40 min read
This is an edited transcript of our podcast episode with Mustafa Chowdhury, published 1 September 2023. Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he was a Managing Director and Head of US Rates and MBS Strategy at Deutsche Bank. And in the 1990s, he was Co-head of Asset-Liability Management at Freddie Mac, where he was responsible for managing one of the world’s largest fixed income derivatives portfolios and trading desks. In this podcast, we discuss why the Fed still needs to hike rates, whether the Fed’s inflation target should change, whether r-star matters, and much more. While we have tried to make the transcript as accurate as possible, if you do notice any errors, let me know by email.
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