Thoughts from our Chief Economist Eugenio Alemán

Chief Economist Eugenio Alemán joins the podcast to discuss the US and global economy. Discussion includes:

• The US heading into the Q4 of 2022 –where do things stand?
• Recession talk - Is the US economy headed for a hard landing?
• The Fed’s battle versus inflation who is winning? Anything about the economy keeping you up at night?
• Are there any areas of the market that remain structurally well positioned?
• Looking outside of the US/NA anything that looks interesting/compelling?