Daniel Gerard from State Street Global Markets discusses the potential path of inflation after President-elect Joe Biden proposed a $1.9 trillion coronavirus relief plan.
Wilfred Frost reports Fed Vice Chairman Richard Clarida says there will be no rate hike until the U.S. economy experiences 2 percent inflation for a year. Mike Santoli and Sara Eisen joins to discuss.
Jon Adams of BMO Global Asset Management says the Federal Reserve is unlikely to taper the pace of its asset purchases this year. He adds that there will be short-term evidence of inflation picking up, but not enough to worry the central bank.
“We're anticipating some kind of consumption boom," Mellody Hobson, co-CEO & president of Ariel Investments, told CNBC's "Squawk Box" Friday. "People have been locked up for so long — the savings rate for the typical American is higher than it has been — so there is money there despite the unevenness in terms of where there is true, true devastation in this economy in terms of lower income individuals.”
SEB's Sean Yokota believes that markets have yet to price in the risk of deflation towards the end of the second quarter this year.
The stock market is not in bubble territory. but investors should be selective in their investments, says Tai Hui from J.P. Morgan Asset Management
The Reserve Bank of India has kept interest rates unchanged since May.
The Federal Reserve is likely to maintain low interest rates for a long period of time, says Steve Goldman at Kapstream Capital.
CNBC's Steve Liesman reports on comments from Chicago Fed president Charles Evans on the economic recovery.
Steve Englander of Standard Chartered talks about the important level he's eyeing that he says will broadly move emerging-market currencies.
Paul Sheard of Harvard Kennedy School explains the monetary policy challenge of reaching a 2% inflation target and keeping deflationary forces at bay, using the Bank of Japan's experience in the 1990s as an example.