Ep. 181: Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1%

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:

How US consumers have withstood higher rates
Keep an eye on student loan payments
Surprise factory building
What will cause a recession
Inflation to stay above 2% and Fed path
Can AI save US productivity?
Japan’s inflation problem and BoJ to 1%
View on Euro-area and UK
China is inverse of US
Lessons to be learned by policymakers
Phil’s favourite recent read: The Chile Project: The Story of the Chicago Boys and the Downfall of Neoliberalism (Edwards)

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

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