17 January 2025 Monetary Policy & Inflation | US

Ep. 251: Phil Suttle on Fed Hiking in 2025

By Bilal Hafeez
1 min read

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 will Trump 2.0 impact macro?
Why tariffs matter
Labour supply problems
AI and US productivity
Inflation challenges and Fed hikes
Europe story
UK doom loop
Japan, BoJ and debt
China bad asset problem
Market views
Books mentioned: AI Snake Oil (Narayanan, Kapoor), Nuffield: A Biography (Adeney), Elon Musk (Isaacson)

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

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(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. 251: Phil Suttle on Fed Hiking in 2025

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