US Executive Podcast – November 2021
Gregory Daco, Chief US Economist, and Kathy Bostjancic, Chief US Financial Economist, discuss the current “M.E.S.S.I.” inflation dynamics – Moderating Expansion with Sticky Supply-driven Inflation. In their conversation they underscore the underlying drivers of inflation, describe Oxford Economics’ outlook for consumer price inflation and wage growth and discuss the likely outlook for the Federal Reserve – noting the risk of a policy error.
Can US travel defy economic gravity?
Both leisure and business travel have rebounded with impressive strength over the past year. However, recession tremors and persistent inflation loom large and threaten the continued recovery of travel. Adam Sacks will share Tourism Economics’ latest views on the economy, the mindset of travelers, and expectations for the evolution of travel.Find Out More
China’s reopening: Implications for China and the region.
The Chinese authorities have eased Covid-related movement restrictions. While that is undoubtedly a positive development it is not without risk. We discuss China’s likely growth trajectory in a post-Covid world and its regional impact.Find Out More