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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(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.)