Macro Hive Conversations With Bilal Hafeez Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1%
Sep 15, 2023
Phil Suttle, founder of Suttle Economics, discusses US recession risks, AI impact, surprise factory building, Euro-area and UK outlook, US inflation forecast and Fed's response, China's weak housing market, and the future of central bankers.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
US Economy's Surprising Strength and Resilience
01:49 • 2min
Consumers' Behavior and Interest Rates
03:53 • 9min
Analysis of UK Auto Production Rebound and Lagging German Auto Production
12:39 • 2min
US Inflation Forecast and Impact on Fed
14:23 • 24min
China's Weak Housing Market and Slowing Growth
38:22 • 3min
The Future of Central Bankers and Personal Topics
40:59 • 7min