About this episode

Phil Suttle discusses the impact of oil market shocks, inflation driven by AI, and the Federal Reserve's hawkish pivot.

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor , the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about: The Oil Price Shock and "Negative Supply Curve" Impact US Economic Stagnation and Population Seismic Shift AI as a Short-Term Inflationary Impulse The Fed's Potential Hawkish Pivot European and Japanese Central Bank Outlooks China's Resilience and the "Thucydides Trap" Market Rotations and the "Safe Asset" Shift US Midterms and Trade Tensions

People in this episode

Host: Bilal Hafeez

Guest: Phil Suttle

Topics covered

• Oil Market Shocks
• Inflationary AI
• Federal Reserve Policy
• Economic Stagnation
• Central Bank Outlooks
• Market Rotations
• Trade Tensions

Keywords

• oil price shock
• inflation
• Federal Reserve
• economic stagnation
• central banks
• China
• market rotations
• trade tensions

Mentioned in this episode

Organizations: Suttle Economics, Tudor, Institute of International Finance, JP Morgan, Barclays, New York Fed, World Bank

Places: US, Europe, Japan, China, Oxford University

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