David Osman of the IRF is joined by David Metzner and Chris Czerwinski of ACG Analytics.
----more----
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.
“The Fed’s Dim Chances of Getting Inflation Under Control”, David Ranson, HCWE & Co.
Research and Markets: “China and Energy Prices will be the key Drivers of Financial Markets in 2023”, JP Smith, IRF
“The Financial Markets in 2022 and 2023”, Ron William, RW Advisory
“Japan in 2023: A Year of Major Transformation and Opportunities”, Ryoji Musha, Musha Research
“The Outlook for Commodity Prices in 2023”, Jeffrey Christian, CPM Group
Research and Markets: “Inflation, Redistribution, Emerging Markets and why Investors Should Adopt a More Absolute Return-Oriented Mindset”, JP Smith, IRF
“The UK Back From the Brink; Regeneration Through Deleveraging”, Dr Peter Warburton, Economic Perspectives
“Joining up the dots in China”, Anne Stevenson-Yang, J Capital Research
“Turkey: An Emerging Market Opportunity?”, Zekeriya Ozturk, iRes Independent Financial Research & Advisory
Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, JP Smith, IRF
“The Revival of Inflation: What Next?”, Manoj Pradhan, Talking Heads Macro
Research and Markets: “What is the Next Market Regime?”, JP Smith, IRF
“US Politics: The Prospects for 2023 & 2024”, James Lucier, Capital Alpha Partners
“China: CBB Proprietary Data Tells A Different Story”, Leland Miller, China Beige Book
“UK Politics: Continuity or Discontinuity?”, Helen Thomas, Blonde Money
“The Causes and Consequences of the Fed’s Misjudgement”, John Ryding, RDQ Economics
“Charting Future Trends in the World Stock Markets”, Lane Dusserre, SMI
“The UK Cost of Credit Crisis”, Dr Peter Warburton, Economic Perspectives
“World War 3”, David Murrin, Global Forecaster
“The US Economic Outlook: A Profitable Non-Consensus View”, Barry Knapp, Ironsides Macroeconomics
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast