Phil Suttle on Coming High Inflation, Goods Recessions and Fed in Play
We talk economics and markets with leading investors. Start your FREE 30-day trial today for the latest macro & financial market analysis from 50+ researchers: https://macrohive.com/become-a-member/
Phil is one of my favourite global economists. Currently, he
runs his own economic research outfit. Before that he worked at
JPMorgan, the Fed, World Bank, Barclays and Tudor. In the podcast,
we talk about:
COVID has led to the biggest change to inflation regime since
early 1970s.
Private sector to acquire real assets rather than financial
assets.
High inflation likely to persist over 2022 and 2023.
Fed will be in play sooner than expected.
Goods sector could see ‘recession’ in 2021 on supply
constraints.
Summer risks around US fiscal and debt ceiling.
EM local markets appear mispriced.
Climate change policies lead to more investment and higher
prices.