The Hormuz Shock + Why the Fed is “On Hold”
Live from Washington, DC, this episode unpacks how war, AI, financial innovation, and global institutions are reshaping monetary policy, market stability, and the future of the international economic order.
Host:
Rebecca Patterson, Senior Fellow, Council on Foreign Relations
Guest:
William C. Dudley, Chair, Bretton Woods Committee; Former President and CEO, Federal Reserve Bank of New York
We discuss:
Whether monetary policy can still do the heavy lifting in a war-shaken macro environment.
AI, productivity, and the inflation debate.
The future of the Fed as an institution.
The rise of…
The skinny
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