In this episode, I have a conversation with one of my favourite global economists, Phil Suttle. He’s got the credentials having worked at J.P. Morgan, the Fed, World Bank, Barclays and Tudor, but it’s his analysis that stands out. In the podcast, we talk about:
(1) How to forecast growth when economies lock-down
(2) Whether the policy responses so far will make a difference and how Asia is behaving differently
(3) The chances of a second-half recovery
(4) How the world will look after COVID
(5) How inflation could finally arise
(6) How the euro-area could finally meet its biggest challenge
We talk about this and much more. Make sure to subscribe to the show on Apple, Spotify or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.
You can also find out more about Phil Suttle’s research product here.
Phil Suttle is the founder and principal of Suttle Economics.
(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.)