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14min chapter
Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect
Macro Hive Conversations With Bilal Hafeez
US Economic Growth Amidst Uncertainties
The chapter delves into the expectation of strong US economic growth despite recent soft data, foreseeing a 2.5% growth scenario. It discusses potential hindrances to growth, particularly focused on banking weaknesses as a potential shock. The Federal Reserve's expected cuts, challenges in starting cuts, and discrepancies between their model and real-world assessments are thoroughly analyzed.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode