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EssentialThe Essential Conversation

Global Recession? The Macro Analysis

Featuring Eric Basmajian, Christian Alexander and Teddy Vallee

May 05, 2022 • 65 minutes

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Essential

The Essential Conversation

Global Recession? The Macro Analysis

Major global supply and demand shocks plus the biggest war in Europe in 80 years make for a complex macro picture.

Featuring Eric Basmajian, Christian Alexander and Teddy Vallee

May 05, 2022 • 65 minutes

An artificially stimulated U.S. economy still emerging from the shock of the COVID-19 pandemic now faces accelerating inflation, constrained supply chains, and growing fear of recession. There remains some hope the Federal Reserve won’t forsake the “full employment” aspect of its mandate and will continue to pursue “wealth effects” policies in general as it steps up its battle against inflation. The reality is the central bank may be forced to abandon those principles. And, if that becomes the case, there will be economic fallout. As various data points suggest growth is starting to slow, Christian Alexander of MacroLink welcomes Teddy Vallee of Pervalle Global and Eric Basmajian of EPB Macro Research to talk about the probability of a recession in the coming year. The trio also discusses the paralyzed legislative process in the U.S., the severe inefficiencies afflicting economic productivity, the wider impact of China’s “Zero COVID” policy, and escalating geopolitical tensions. If the path ahead seems ominous, a conversation like this will shed light. Recorded on May 2, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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