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?
