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EssentialThe Essential Conversation

Will It All Add Up To a Global Recession?

Featuring Michael Howell and Jared Dillian

Jun 20, 2022 • 41 minutes

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Essential

The Essential Conversation

Will It All Add Up To a Global Recession?

Liquidity is the "key variable" right now, and the equation for the rest of 2022 does not look good.

Featuring Michael Howell and Jared Dillian

Jun 20, 2022 • 41 minutes

Most central banks are moving aggressively to neutralize runaway inflation, a “bogey” world leaders must eliminate. As Michael Howell points out, though, “Other world economies are already in recession," and the U.S. will quickly follow suit. In conversation with Jared Dillian, editor of The Daily Dirtnap, Howell, the CEO of Crossborder Capital, paints a bleak picture. “The next six months are going to be pretty ugly” as liquidity conditions continue to deteriorate and economic data continue to disappoint. Michael and Jared also talk about why Federal Reserve policy probably won't change much until early 2023, what's made the Japanese yen weaken so drastically, and how the European Central Bank’s recent moves reintroduce “fragmentation” risk for the European Union. Recorded on June 13, 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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