About this episode
Neil Dutta discusses economic signals and his cautious outlook on the economy.
Yields have every reason to go up—and they're not. Neil Dutta, Head of Economic Research at Renaissance Macro, joins Global Macro Update to explain what that signal means and why he's more cautious on the economy than the current consensus. Neil was among the few against the 2022 recession narrative and was proven right. Now he's watching the same four indicators, and the conclusion has flipped. Plus: tariffs, AI and the labor market, and a candid take on the Kevin Warsh Fed chair nomination.
People in this episode
Host: Mauldin Economics
Guest: Neil Dutta
Topics covered
- economic indicators
- recession narrative
- labor market
- tariffs
- AI
- Federal Reserve
Keywords
- yields
- economy
- recession
- tariffs
- AI
- labor market
- Kevin Warsh
- Federal Reserve
Mentioned in this episode
Organizations: Renaissance Macro, Kevin Warsh, Federal Reserve
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