Macro Voices
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
Jan 18, 2024
Financial analyst and economist Jeroen Blokland joins Macro Voices to discuss inflation, hard landing vs soft landing for the US economy, sustainability of US debt, geopolitics, and precious metals. They explore the potential rise of gold prices, crude oil trends, equities outlook, breakdown in gold, and opportunities in uranium. The podcast concludes with an analysis of market trends, including natural gas pullback and Treasury yield curve flattening.
55:27
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Quick takeaways
- US economy expected to slow down this year, impacting inflation levels and potentially leading to a soft landing.
- Concerns about the US government's ability to sustain its debt at current interest rates may result in the Federal Reserve cutting rates to avoid major issues.
Deep dives
Inflation and Economic Slowdown
According to Yerun Blocland, the US economy is expected to slow down this year, leading to a decline in inflation. The growth levels are predicted to be significantly lower than the previous year. While inflation may drop to near the Federal Reserve target, supply chain bottlenecks and other factors could push it up again. Blocland also suggests the possibility of a soft landing rather than a hard landing or no landing. However, he does not rule out the chance of a hard landing and highlights the potential impact of interest rate increases and tightening cycles.
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