

Surveillance: US Eco. Reacceleration with Bullard
Aug 24, 2023
Former St. Louis Fed President Jim Bullard discusses reacceleration of the US economy. Michael Darda predicts high probability of US recession. Max Kettner highlights bearish market sentiment. Diana Amoa talks about lackluster growth outside the US.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 1min
The Current State of the US Economy and the Shift to a Higher Interest Rate Regime
01:27 • 10min
Discussion on Jackson Hole event and speculation about speeches
11:24 • 2min
Analyzing Powell's Speech and the Impact of Rising Yields on Equity Market
13:20 • 11min
US Dollar Strength and Earnings Revisions
24:27 • 4min
The Shift from Inflation to Disinflation
28:10 • 5min
Challenges and Opportunities in Investing in China
33:13 • 3min