• Asking about Kevin Hassett as Fed chair candidate and concerns about political affiliation
    Host
  • Mohamed El-Erian
    All five candidates on short list are qualified and reduce concern about purely political appointment
  • Bank and hedge fund executives prefer Waller over Hassett due to political affiliation
    Host
  • Mohamed El-Erian
    Fed chair needs economic content and vision to convince voting members, which Powell has failed to do
  • Hassett might struggle to make case for rates markedly lower than 3% if economy remains resilient
    Host
  • Mohamed El-Erian
    Lower income households under pressure due to affordability issues in both prices and income stability
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