Discussion on Adjustments, Establishing a Floor, and Transparency

Is the U.S. labour market finally crashing? What will it take to kill the U.S. economy? We ask Michael Cembalest of J.P. Morgan who explains The Rasputin Effect. We also cover the outlook for fiscal policy, interest rates and the short- and longterm effects of the Chips Act and IRA in this great interview. And of course - we give our take on how to allocate given all of this.

Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com 

Hosts: Andreas Steno and Emil Møller
Guest: Michael Cembalest