Dr. Alexis Crow

Alexis Crow, Partner and Chief Economist at PwC US, discusses the shift in the U.S. economy from a K-shape to a 'Pac-Man' pattern, where top incomes rise while the bottom 50% stagnates. She emphasizes the role of AI in addressing skill shortages and boosting productivity, albeit with delayed effects. Iain Stealey, International CIO for Fixed Income at JPMorgan, highlights opportunities in UK bonds amid inflation and previews a carry-rich environment in fixed income, while also noting the potential in European peripheral debts.

Dr. Alexis Crow, Chief Economist at PwC US, offers a deep dive into the unpredictable world of global investing shaped by geopolitics. She discusses the significant impacts of Trump's tariffs on market sentiment and the resulting cautious strategies among investors. The conversation highlights a shift toward diversification across various global markets, especially in Asia-Pacific's energy sector. Crow also examines the political landscape's influence on U.S. economic stability and the intricate risks of private credit amid changing asset dynamics.

Dr. Alexis Crow, Partner and Chief Economist at PwC US and former London School of Economics instructor, joins Doug McHoney for an insightful discussion. They analyze the impact of recent tariffs on global trade and the strains on U.S. consumers and businesses amid rising inflation. The conversation explores China’s economic resilience and India's manufacturing growth, alongside shifts in Europe and Latin America. They emphasize how multinationals should prepare for changes in tax policy and the broader economic landscape.