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GM56: Structural Shifts - A Threat to the Economy? ft. Frances Donald

Feb 7, 2024
Guest
Frances Donald
Frances Donald, Chief Economist and Strategist at Manulife Investment Management, discusses the structural shift in the economy, predicting a US recession in 2024 and tactical opportunities in fixed income markets. The conversation explores the shift towards a supply-driven global economy, implications for inflation and fiscal policy, and advice on macro strategy and communication skills.
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Episode notes
1
Introduction
00:00 • 3min
2
Introduction and Discussion on Role and Responsibilities
02:40 • 2min
3
Exploring the Journey into Economics and Love for Financial Markets
05:06 • 2min
4
Central Banks' Pivot and Potential Impact on US Economy
06:40 • 11min
5
Interest Rates and the Potential for a Recession
17:52 • 26min
6
Supply Disruptions and Central Bank Strategies
43:38 • 16min
7
Advice on Macro Strategy and Communication Skills
59:38 • 2min