10 January 2025 Monetary Policy & Inflation | US

Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0

By Bilal Hafeez
1 min read

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:

How Trump 2.0 is different from Trump 1.0
Key Trump policies to watch
What consensus is getting wrong on US growth
Lower payrolls in 2025, but no recession
Higher inflation regime still in play
Non-consensus view on Fed in 2025
Could Trump force Fed to cut rates?
Risks to watch out for

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. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0

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Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0

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