Did the Federal Reserve completely misread inflation after COVID? Jeremy Siegel, Wharton Emeritus Professor of Finance, explains why the massive increase in the money supply made inflation inevitable, why Jerome Powell’s “transitory” comments became such a defining moment for the Fed, and why inflation risks still matter for markets and the economy today.
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Can AI continue powering the stock market higher even as inflation, rising oil prices, and Fed uncertainty create growing economic risks? Jeremy Siegel, Wharton Emeritus Professor of Finance, discusses the AI driven market rally, the outlook for interest rates, Jerome Powell’s legacy at the Federal Reserve, and why the economy continues to show surprising resilience. The conversation also explores bond yields, consumer spending, and the growing influence of AI stocks on the broader market.
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This Week in Business features interviews with Wharton faculty about the latest news, fascinating trends, and issues impacting both consumers and the business world. Episodes are recorded at the Wharton School and published twice per week.
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