Bloomberg Surveillance Single Best Idea with Tom Keene: Andrew Sheets & Elizabeth Economy
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Dec 11, 2024 Discover the impact of landmark infrastructure legislation on investment opportunities and the economy. Delve into the interplay between inflation trends and potential Federal Reserve rate cuts. Explore how geopolitical tensions with China shape the landscape. Plus, learn about the importance of mental health support in navigating today's complexities. This conversation is packed with insights that connect economics with well-being.
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Disinflation Prediction
- Disinflation is expected in the first half of 2025, with inflation currently persisting.
- Factors like shelter and auto insurance, currently driving inflation, are predicted to decrease.
Federal Reserve Rate Cuts
- The Federal Reserve is anticipated to implement interest rate cuts not only in December but also in January.
- This prediction is based on the expected disinflation trend.
Elizabeth Economy's Expertise
- Elizabeth Economy has been less vocal recently but remains a definitive voice on China.
- She served as an advisor to Gina Raimondo and now works at Stanford.
