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Forward Guidance
Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility
Feb 22, 2024
48:15
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Topics covered include: U.S. economy resilience, central bank balance sheet policy, inflation volatility, currencies, European economy outlook, misconceptions in macroeconomics, and a discussion on soft landing scenarios.
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Quick takeaways
- US economy resilient with potential growth in Q1, Eurozone faces industrial fragility.
- Complex financial conditions impact policy transmission, necessitating nuanced considerations for portfolio construction.
Deep dives
US Economic Outlook vs. Eurozone Economic Outlook
The US economic outlook appears to show growth resilience with indicators suggesting a potential uptick in momentum in Q1. In contrast, the Eurozone, particularly Germany, faces fragility in the industrial sector. However, other Eurozone countries like Spain, Portugal, and Italy are showing signs of relative economic strength amidst year-long economic stagnation. Despite various indicators signaling resilience, stresses like rising delinquencies continue to require monitoring.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode