Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning

Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater. Prior to the buy side, she worked at the New York Fed, the IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode covers:

What has made Dominique switch from being hawkish to dovish on Fed
Low and high inflation regimes
Importance of energy prices and foreign workers
Trends in wages
Why Fed will front-load cuts
Why is Trump polling well
What will happen to markets if Trump wins
Threat to Fed
Thoughts on US fiscal deficit
TV shows mentioned: Murder at the End of the World, A Spy Among Friends

You can follow Dominique here

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