27 January 2023 China | Economics & Growth | Equities | Monetary Policy & Inflation | US

Ep. 148: Phil Suttle on Fed Murdering Expansions and Bond Worries

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about:

Fed will cause recession
Watching interest rate sensitive sectors
Impact of US sectoral shocks
Fed will accept higher inflation
Hard landing risks
China rebound and impact on world
Japan inflation and BoJ
European growth outlook
ECB balance sheet reduction could be a risk
UK woes
The year of EM
Bond and equity outlook
Phil’s favourite recent read: Mellon: An American Life (Cannadine).

You can contact Phil here and you can follow his work here.

Read the full transcript here.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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Ep. 148: Phil Suttle on Fed Murdering Expansions and Bond Worries

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