David Osman of the IRF is joined by David Metzner and Chris Czerwinski of ACG Analytics.
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ACG Analytics is an independent research firm that translates public policy for investment fund managers and analysts. Their research focuses on specific policy issues and actions in the United States, the European Union, Asia and Latin America. They anticipate how government policies in key markets may impact on investor strategies.
In this podcast David Metzner and Chris Czerwinski discuss the prospects for the US economy in the run-up to the US presidential and congressional elections in early November. They point out that the stimulative fiscal policy and potentially lower interest rates should support economic activity this year, but there is no feel-good factor about the US economy in the way that there was before the global Covid pandemic.
They highlight the key policy differences between the Democrats and the Republicans and emphasise the importance of the key battleground states in determining the outcome of the US presidential election. Their state-by-state analysis suggests that President Biden could achieve a narrow victory, which could then cause some initial social instability given the fervour of many Trump supporters.
David and Chris then discuss the main economic and geopolitical challenges that the USA will likely face in 2025 and beyond. In conclusion they highlight some of the attractions of the USA from an investment perspective.
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"The Politics of Macroeconomic Stabilisation in Argentina; Can President Milei Succeed?", Nicholas Watson, Teneo
"Global Investing at a Time of War", David Murrin, Global Forecaster
“Global Financial Markets: Recent Trends and Future Prospects”, Ron William, RW Advisory
“Sustainable Investment Opportunities and Risks in 2024”, Lenka Martinek, Sustainable Market Strategies
“The Outlook for the US Economy and Financial Markets in 2024”, Brian Pellegrini, Intertemporal Economics
“The Outlook For World Commodity Prices”, Jeffrey Christian, CPM Group
“Latin American Politics: Navigating The Rapids”, Marcos Buscaglia, Alberdi Partners
“Japan: Back in the Big Time?”, Ryoji Musha, Musha Research
“The Global Financial Markets in 2023 and Beyond”, Ron William, RW Advisory
“ESG Investing: Pitfalls and Potential Opportunities”, Lenka Martinek, Sustainable Market Strategies
“A Diabolical Mechanism”, Mark Latham, Commodity Intelligence
“The Outlook for the Turkish Economy and Financial Assets”, Michael Harris, Cribstone Strategic Macro
“US Economic Policy: Teetering on an Inflationary Equilibrium”, Brian Pellegrini, Intertemporal Economics
“The Outlook for the UK and US Economies and Financial Markets”, Helen Thomas, Blonde Money
“Approaching a Tipping Point for Growth and Inflation Expectations”, Patrick Perret-Green, PPG Macro
“Canada: On Course for a Soft Landing in 2023/24?”, Ben Rabidoux, North Cove Advisors
“Navigating the World with an Inverted Yield Curve”, Michael Churchill, Churchill Research
Research and Markets: “Buckle up for an Increase in Volatility”, JP Smith, IRF
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