Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect
Macro Hive Conversations With Bilal Hafeez
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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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