The David Lin Report Crisis 'Not Seen In 50 Years': Economist Reveals Storm That's About To Hit | Komal Sri-Kumar
Aug 26, 2025
In this engaging discussion, Komal Sri-Kumar, President of Sri-Kumar Global Strategies, dives into the alarming economic shifts ahead. He argues against the Federal Reserve cutting interest rates, highlighting risks of stagflation not seen in 50 years. The talk includes insights on how tariffs and political pressures could shape the economy. With comparisons to the late 1970s, Sri-Kumar also shares strategies investors can use to protect themselves, emphasizing the importance of safe-haven assets in uncertain times.
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Risk Of Premature Rate Cuts
- Komal Sri-Kumar warns that cutting rates now risks repeating September 2024's mistake when inflation re-accelerated after big easing.
- She argues Powell misread employment and inflation signals and may have been politically influenced before the election.
Tariffs Could Trigger Stagflation
- Sri-Kumar predicts tariffs will push inflation up in H2 and into early 2026, making rate cuts dangerous.
- She states that cutting now could trigger stagflation — rising inflation alongside recession.
Tariffs And Immigration Squeeze Supply
- Sri-Kumar highlights two key structural risks: comprehensive tariffs and tighter immigration reducing labor supply.
- She says both forces will be inflationary and squeeze labor availability in construction and agriculture.