
Kathryn Rooney Vera, Chief Strategist, StoneX Group Inc.
Alpha Exchange
00:00
Navigating Economic Dynamics: Inflation, Growth, and Fed Policies
This chapter explores the current state of the US economy, emphasizing the tension between inflation and growth while analyzing market volatility and Federal Reserve challenges. It delves into labor market trends post-COVID, recession risks, and the implications of fiscal policies, especially regarding interest rate hikes. Additionally, the discussion covers the shifting landscape of U.S. Treasury holdings and the strategies employed by investors amidst evolving economic conditions.
Transcript
Play full episode