Thoughts from our Chief Economist Eugenio Alemán

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Chief Economist Eugenio Alemán joins the podcast to discuss the US and global economy. Discussion includes:

  • The US heading into the Q4 of 2022 –where do things stand?
  • Recession talk - Is the US economy headed for a hard landing?
  • The Fed’s battle versus inflation who is winning? Anything about the economy keeping you up at night?
  • Are there any areas of the market that remain structurally well positioned?
  • Looking outside of the US/NA anything that looks interesting/compelling?


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