In this episode, Neil Dutta from Renaissance Macro joins the show to discuss why he didn’t call for a recession in previous years but IS calling for one in 2025, why the labor market is looking bleak, and how tariffs, wages, and oil play into the inflation outlook. We also delve into what the Fed should be doing headed into the FOMC meeting, Fed independence & the future Chairman, how the long bond will react to a recession, and more. Enjoy!
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Timestamps:
(00:00) Introduction
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.