“Monetary Policy and the Hidden Financial Stability Agenda”, Peter Warburton, Economic Perspectives

In this podcast Peter Warburton, the founder of Economic Perspectives, discusses the outlook for global inflation and the limited scope for action by the major central banks in the US, EU, UK and Japan. Peter also highlights his concerns about the conduct of fiscal policy in several countries since 2019. In doing so, he outlines his contrarian view on financial stability as a constraint on central bank actions in a more fragile financial environment. In addition, Peter assesses the probable impact of these various monetary policy decisions on the currency and other financial markets in the next 6 – 18 months. Peter Warburton has a long and distinguished career as a leading economist in the financial sector, previously working for top firms, including Robert Fleming and Lehman Brothers. He has been a member of the IEA’s “Shadow Monetary Policy Committee” since its inception in 1997. In addition, Peter is Managing Director of Halkin Services, a global risk analysis & asset allocation service. Founded in 1996, Economic Perspectives is an independent global macro-financial research company that challenges conventional thinking and provides valuable investment insights for professional investors.