Odd Lots

Neil Dutta and Conor Sen on the Chances of a US Soft Landing

Jan 12, 2023

Neil Dutta, chief economist at Renaissance Macro Research, and Conor Sen, Bloomberg Opinion columnist, dissect the current state of the US economy. They discuss the surprising resilience in job growth and low unemployment, while addressing the potential for a soft landing amid cooling wages and inflation. The duo explores the implications of recent rental market trends, consumer behavior, and China's economic recovery on the overall landscape. Their insights into the Federal Reserve's challenges and the complex interplay of market dynamics make for a compelling conversation.

51:45

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Episode guests

Conor Sen

Neil Dutta

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Episode notes

Intro

2min

Navigating Economic Uncertainty

10min

The Federal Reserve's Dilemma: Messaging vs. Economic Reality

4min

Gas Prices, Inflation, and Economic Dynamics

10min

Understanding Consumer Resilience Amid Supply Chain Challenges

4min

Navigating Rental Trends and Economic Indicators

15min

Navigating Economic Trends

11min

Navigating Economic Uncertainty: A Discussion on Predictions and Decision-Making

3min

The most recent jobs report has revived talk that the US economy might pull off the fabled "soft landing." Jobs are still growing nicely and the unemployment rate is at a 50-year low. But wages are decelerating and there are reasons to think that inflation is rolling over as well. So can Jerome Powell & Co. smoothly land the plane, so to speak? On this episode of Odd Lots we speak with Neil Dutta, chief economist at Renaissance Macro Research, and Conor Sen, a columnist at Bloomberg Opinion, about the US macro situation, as well as the rental market and the impact of China's reopening.

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