17 May 2024 Monetary Policy & Inflation

Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect

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:

Two regime model of inflation
Financial tightening transmission is much weaker
Why no recession?
Understanding immigration surge
Upside pressures on housing
How would a Trump win impact the US?
Biden impact
What could hurt growth?
Does the Fed have a framework?
What happened to household excess savings
Film and TV shows mentioned: Civil War, Lessons in Chemistry

You can follow Dominique 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.)

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Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect

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