San Francisco fed

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Aug 11, 2023 by Brad Gerstner · across every show →

Everything said about San Francisco fed, oldest first

Aug 11, 2023 neutral
Assertion Supported
Gerstner: San Francisco Fed proxy rate reaches highest level since 2000
“And we're now back to the highest level on that proxy rate since we've been since May of 2000. It's up over seven percent.”
Brad Gerstner Aug 11, 2023 ▶ 1:28:16 E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
Dec 22, 2025 positive
Assertion Supported
Bessent claims a 150-year San Francisco Fed study shows tariffs are disinflationary
“There's a study from not a friend of the administration, the San Francisco fed with a 150 years of data. I would refer everyone to that. That shows that tariffs do not cause inflation, that they're actually disinflationary.”
Scott Bessent Dec 22, 2025 ▶ 6:20 Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
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