US Executive Podcast – October 2021
Gregory Daco, Chief US Economist, and Kathy Bostjancic, Chief US Financial Economist, discuss why we think the US economy is going through a bout of “M.E.S.S.I.” inflation dynamics – Moderating Expansion with Sticky Supply-driven Inflation. They also highlight why we don’t think the Fed is at risk of falling behind the curve when it comes to inflation, and why a moderately tighter policy stance is warranted at this juncture.
Europe: The worst is not behind us yet for commercial real estate
What's the risk of higher for longer inflation & rates, given the hawkish ECB rhetoric. How might the commercial real estate outlook be impacted.Find Out More
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