Janet Henry

In this engaging discussion, Janet Henry, Global Chief Economist, dives into the implications of tariff uncertainties on economic data. She highlights how trade dynamics are affecting smaller businesses and contrasts resilient economic indicators with declining consumer confidence in the U.S. The conversation touches on Moody's recent downgrade of U.S. debt, raising alarms about fiscal health. Janet also assesses global economic trends from Europe to Asia, focusing on investments and shifting market strategies, particularly regarding Gulf economies.

Tracie McMillion warns of consumer confidence impact on pricing power. Janet Henry predicts Fed cuts in September or December due to election month. Mandy Xu discusses how markets price election-related volatility.

Global Chief Economist at HSBC Global Research, Janet Henry, discusses the outlook for the world economy amidst central banks' rate cutting cycles. Topics include positive economic signs, global GDP forecasts, US productivity advantage from AI adoption, post-election fiscal speculations, and policy rate forecasts with a focus on rate cuts.