Neil Dutta, an expert on economic trends and monetary policy, discusses the risks of a recession, why he believes the Fed will cut rates before the election, and the preference for bonds over stocks. He also explores the potential impact of disinflation, weakening labor market indicators, and speculations on the election outcome's influence on fiscal policies.

Neil Dutta, an expert in economics and finance, joins Michael Batnick and Downtown Josh Brown in episode 127 of The Compound and Friends. They discuss the resiliency of the US economy, the Fed's next move, the housing market, politics and the market, when sell side research is most useful, and more! They also explore the potential changes in global markets and the impact on large cap tech companies. Additionally, they delve into social media management, consumer behavior, and the correlation between consumer sentiment and election outcomes.

Top economist Neil Dutta warns of a possible Fed policy error due to delayed action on inflation concerns. Discusses risks of unemployment uptick, lack of upside inflation sources, and potential soft landing blow. Examines market performance, labor trends, and monetary policy adjustments.

The most recent jobs report has revived talk that the US economy might pull off the fabled "soft landing." Jobs are still growing nicely and the unemployment rate is at a 50-year low. But wages are decelerating and there are reasons to think that inflation is rolling over as well. So can Jerome Powell & Co. smoothly land the plane, so to speak? On this episode of Odd Lots we speak with Neil Dutta, chief economist at Renaissance Macro Research, and Conor Sen, a columnist at Bloomberg Opinion, about the US macro situation, as well as the rental market and the impact of China's reopening.See omnystudio.com/listener for privacy information.

Head Economist Neil Dutta joins to discuss Federal Reserve actions, small caps, recession concerns, and election effects. Topics include market reactions, unemployment rates, inflation, and consumer income growth. Lighthearted banter includes being the 'hottest economist', TV shows, music preferences, and golf experiences.

Neil Dutta, Head of Economic Research at Renaissance Macro Research, and Skanda Amarnath, Executive Director at Employ America, share their expert insights on the current economic landscape. They discuss the implications of surprising 3% GDP growth, potential slowdowns in consumer spending, and challenges in the housing market. The duo also examines inflation trends influenced by wage growth and energy prices while diving into the role of upcoming elections on economic forecasts. Their perspectives offer investors useful strategies for navigating uncertainty.

Experts like Neil Dutta and Ira Jersey discuss CPI and Fed rate outlook, while Joe Weisenthal and Tracy Alloway share insights on CPI trends. Steven Ricchiuto analyzes inflation data and its economic impact. The podcast delves into inflation challenges for the Biden administration and how it affects various sectors.

Neil Dutta, the Head of Economic Research at Renaissance Macro Research, shares his insights on the current economic climate. He discusses the Federal Reserve's strategic rate cuts and their implications for job growth. Dutta emphasizes that a soft landing is still achievable despite softening economic data. The conversation also covers the housing market's impact on job openings, labor market stability, and inflation dynamics, providing a comprehensive look at the complexities of today's economy.

Skanda Amarnath leads Employ America, offering insights on the economic landscape, while Neil Dutta from Renaissance Macro dives into market behaviors. Prediction markets expert Zvi Mowshowitz discusses electoral forecasts and volatility. Brad Setser from the Council on Foreign Relations shares thoughts on 'unhealthy globalization' and its implications for the next president. The conversation is rich with lively banter on U.S.-China relations, market dynamics, and the intersection of policy uncertainty and investment strategies as the nation braces for election results.

Anurag Rana, a senior tech analyst, and Ed Ludlow, a host at Bloomberg Technology, dive into the recent pullback of major tech stocks like Apple and Amazon post-AI advancements. Claudia Sahm, Chief Economist, and Neil Dutta, US Economic Research head, react to the latest US Jobs Report, highlighting rising unemployment and labor market pressures. Meanwhile, Ann Miletti discusses investment strategies considering current economic fluctuations. The conversation wraps up with insights on the Fed's approach to inflation and interest rate challenges.