Gregory Daco

Economist discusses disinflation dilemma, market reassessment of inflation, and potential rate cuts. Global economic performance, US investment climate, and analysis of liquidity and growth outlook. AI impact, China's outlook, and speculation on BOJ policy changes. Insights on inflation in Japan and Osage history.

Jason Thomas, Head of Global Research & Investment Strategy at Carlyle Group, and Gregory Daco, Chief Economist at EY Parthenon, dive into the complexities of the U.S. economic landscape. They discuss the outlook for U.S. markets, dissect inflation trends, and explore labor market dynamics. Thomas sheds light on Federal Reserve independence and market volatility, while Daco analyzes the implications of inflation on consumer behavior. Together, they paint a vivid picture of the evolving financial terrain amidst economic challenges.

Ellen Wald, an expert on energy policy, discusses the caution shown by U.S. oil executives regarding investment in Venezuela, emphasizing the need for stable legal frameworks. Rockford Weitz analyzes the geopolitical implications of Russia and China in Venezuela, highlighting their strategic interests in the region. Chief economist Gregory Daco examines the labor market's slowdown and explores how Venezuelan oil could influence inflation, revealing potential AI benefits for economic resilience.

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, shares insights on the S&P 500 rally and the 30% chance of hitting 9,000, discussing valuation dynamics and tech market contrasts with the late 1990s. Gregory Daco, Chief Economist at EY Parthenon, analyzes macroeconomic signals, indicating that while the labor market cools, AI-driven investments sustain GDP growth. They dive into Fed policy implications, tariff influences on inflation, and the risks of asset bubbles versus the need for rate cuts.

Steven Meier discusses investing in alternatives with concentration risks. Ian Shepherdson and Gregory Daco react to soft retail sales data, Fedspeak anticipation. Topics include strategic asset allocation, impact of weak retail sales on inflation, housing market analysis, economic stress on lower-income groups, and potential Fed rate cut effects on financial markets.