GM87: Who Really Sets Policy Now? ft. Anna Wong
GM87: Who Really Sets Policy Now? ft. Anna Wong  
Podcast: Top Traders Unplugged
Published On: Wed Sep 10 2025
Description: Anna Wong, Chief U.S. Economist at Bloomberg, joins Alan Dunne with a clear-eyed assessment of where policy and politics are headed. As markets bet on cuts and the Fed talks balance, she sees a different risk: a slow-burning inflation that’s quietly taking hold. Anna breaks down why tariffs haven’t hit as expected, how AI is already reshaping the labor force, and what’s really driving service-sector price pressures. Beyond the data, the conversation turns to Fed culture, the limits of independence, and what a Trump-aligned central bank might mean in practice. Less about what’s forecast - more about what’s misunderstood.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Anna on Twitter.Episode TimeStamps: 02:18 - Introduction to Anna Wong03:57 - The current state of Fed06:35 - A potential flare up in inflation16:19 - Wong's read on the labour market22:50 - Fed's inflation argument makes no sense28:59 - The outlook of the housing market31:15 - Is AI destroying the labour market?34:20 - The future direction of the Fed and the potential candidates40:10 - The Fed is losing its balance48:43 - How increasing Trump representatives could impact the Fed51:58 - How monetary policy will unfold going forward54:43 - How we achieve a healthy level of debt and growth58:47 - Trump wants a weak dollar01:00:59 - Why Wong is optimistic about AI's impact on GDP growthCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer