

Surveillance: Hollenhorst on Soft Landing
Aug 11, 2023
Citi Chief US Economist doesn't expect US soft landing. Markets focused on Europe, China. Upcoming retail earnings from Walmart, Target. House behind the curve. Future of financial markets and disciplined risk management discussed. Impact of keeping interest rates for extended period explored. Mixed messages in the market and frustration over store closures. Complexities of US-China relations and impact of money on college football highlighted.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Analyzing the Persistency of Inflation
01:30 • 7min
Impact of Keeping Interest Rates, Sponsor Segment
08:59 • 3min
Mixed Messages in the Market
12:04 • 12min
Store Closures and Frustration for Employees and Shoppers
24:30 • 3min
Complex Realities and Multilateral Approaches in US-China Relations
27:06 • 6min
The Impact of Money on College Football
32:48 • 2min