Felix Jauvin

Felix Jauvin, a researcher focused on macro and cross-border capital flows, discusses the intricate dynamics of today's financial landscape. He explains how credit growth and geopolitical shifts are currently shaping liquidity more than the Federal Reserve's actions. Felix emphasizes the resilient state of household balance sheets, why recession risks remain low, and emerging trends in auto-loan stress. He also delves into cross-border capital flows and their impact on U.S. assets, alongside insights into the contrasting roles of gold and Bitcoin in today's economy.