Dominique Dwor-Frecaut, Chief US economist and macro strategist with a rich background at Bridgewater and the IMF, shares her insights on the evolving economic landscape. She analyzes how Trump 2.0 diverges from his first term, emphasizing key policies to watch. Dwor-Frecaut discusses the misconceptions around US growth and the role of inflation in today’s economy. She also delves into congressional fiscal plans and the potential for rapid legislative shifts, highlighting the impact of these dynamics on economic stability.

Dominique Dwor-Frecaut, Chief US economist, discusses inflation persistence, weak financial tightening transmission, recession likelihood, and more. Topics include two regime model of inflation, challenges of predicting inflation dynamics, analyzing immigration surge, legal framework, impact on economy, and potential election outcomes on fiscal policies.

Dominique Dwor-Frecaut, Chief US economist and macro strategist, discusses the Fed's shift in view on interest rates, the impact of supply shocks on inflation and unemployment, the reasons behind the Fed's decision to cut rates, the fiscal deficit and its impact on markets, and personal interests and TV shows.