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Podcast: U.S. Economic Growth, Fed Policy & Inflation Cycle


ECRI’s Lakshman Achuthan joined Erik Townsend and Patrick Ceresna of MacroVoices to discuss:

- Upcoming policy mistake
- Inflation risks – what is the issue with inflation?
- Tightening monetary policy in this current environment
- Window of economic vulnerability
- ESG and energy costs amidst the war cycle backdrop
- Outlook on equities and bonds
- Rise of commodities and what’s going on with gold  

Download accompanying deck and full transcript here.

 

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