Phil Suttle on the Inflation Combustion Model, the Fed’s Errors, and US Housing

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about why recession risks are overstated, whether real earnings will increase, energy investment and higher inventories as the new normal, and so much more.