Samim Ghamami on the Treasury Markets Impact on the Future Path of Interest Rates and Inflation

萨米姆·加马米谈国债市场对利率和通胀未来走势的影响

Macro Musings with David Beckworth

2025-09-15

48 分钟
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单集简介 ...

Samim Ghamami is former SEC economist. Samim returns to the show to discuss the fiscal trajectory of the US, the outlook of interest rates, the US Treasury market’s impact on inflation, potential reforms to the Treasury market and much more. Check out the transcript for this week’s episode, now with links. Recorded on August 5th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Samim on X: @GhamamiSamim Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Intro 00:01:42 - Fiscal Trajectory of the US 00:3:55 - Interest Rates 00:21:28 - Inflation 00:39:53 - Treasury Market Reform 00:48:05 - Outro
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单集文稿 ...

  • Welcome to Macro Musings,

  • where each week we pull back the curtain and take a closer look at the most important macroeconomic issues of the past,

  • present, and future.

  • I am your host, David Beckworth,

  • a Senior Research Fellow at the Mercatus Center at George Mason University,

  • and I'm glad you decided to join us.

  • Our guest today is Samim Gamami.

  • Samim is a returning guest.

  • He joins us today to discuss...

  • the long-term implications of the US Treasury market for the future path of interest rates,

  • inflation, and the ongoing reforms in this market.

  • Samim also joins us to share his thoughts on the growth of private credit.

  • Samim, welcome back to the program.

  • Hi, David.

  • Thank you for having me again.

  • It's good to be here.

  • It's great to have you back.

  • Now, we keep running into each other at conferences.

  • That's right.

  • You were at the Hoover Monetary Policy Conference.