

Mid-Year Outlook: What’s next for the US economy, inflation, and the Fed?
Jul 7, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
The Fed's Decision to Skip a Rate High at the FOMC Meeting
01:48 • 3min
The Fed Is Not Hiking When Everyone Else Is Still Hiking
04:33 • 2min
The Natural Rate of Interest in the Western World Appears to Have Shifted Up
06:04 • 2min
The Reason Why We Should Expect a Soft Landing
08:33 • 2min
The Conundrum of Commercial Release Date Debt Finance
10:33 • 4min
The Impact of the Fed-Tiking Cycle on Commercial Real Estate
14:04 • 3min
The Fed's Attempt to Tame Inflation
16:49 • 5min
The New Normal in the Services Sector
21:41 • 2min
The Resilience of the Housing Market in the United States
23:15 • 4min
The Rise of the Manufacturing Super Cycle in the US
27:13 • 2min
The Negative Impacts of the Property Bubble on China's Growth
29:13 • 3min
How to Allocate Assets in the Current Environment
32:16 • 4min
First Two Pages of Frankenstein
35:51 • 2min
The Future of Investing
37:56 • 2min