US Executive Podcast – December 2021
Gregory Daco, Chief US Economist, and Kathy Bostjancic, Chief US Financial Economist discuss the current outlook for the economy, inflation and the Fed’s hawkish pivot. In their conversation they discuss the negative impact the surge in the Covid cases and the spread of the Omicron variant can have on the economy, especially in Q1. At the same time it could exacerbate supply chain disruptions and the elevated pace of inflation. The Fed is now squarely focused on making sure inflation eases and its not without the risk of a policy error.This Podcast is available to listen to on-demand until the 21st January 2021.
Related Services

Event
Global industrial outlook for 2023 remains weak
We will present an overview and the highlights of our latest quarterly industry forecast update. Key topics include the positive developments in Europe with respect to energy prices and supply, frontloaded recovery in China after the end of zero-Covid policy and how the evolution of inflation and interest rates will keep industrial prospects weak in the near term.
Find Out More
Event
Why the cruise sector will rebound faster than after the Great Recession
The cruise sector was hit following the Great Recession by continued increases in capacity while travel demand slowed sharply – deep discounting was required at that time to spur demand. We are now seeing an apparent parallel trend as new cruise capacity spiked in 2022, despite travel remaining well below pre-pandemic norms in most destinations. In this webinar we describe the amount of additional new capacity that will be launched in coming years as well as demand expectations and why we believe sector recovery and cruise pricing will differ in this current cycle.
Find Out More