The Old Normal: Macro Shocks Amid War, AI, and Economic Rivalries
About this episode
Daleep Singh and Marc Sumerlin discuss macroeconomic challenges and transformations influenced by war, AI, and economic rivalries.
Marc Sumerlin, Managing Partner at Evenflow Macro and former Deputy Director of the White House National Economic Council under President George W. Bush, joins Daleep Singh for a conversation about economic transformation on this episode of PGIM's The Out thinking Investor. Daleep and Marc talk about macro shocks stemming from the Iran war, how U.S. budget deficits will influence policy rates and the economy, and the relationship between monetary and fiscal authorities in a new age of economic competition. The discussion also covers: The impact of tariffs and AI on the labor market Monetary policy challenges when navigating an energy shock The future of the U.S.-China trade relationship
People in this episode
Host: Daleep Singh
Guest: Marc Sumerlin
Topics covered
- economic transformation
- macro shocks
- U.S. budget deficits
- monetary and fiscal policy
- tariffs and AI impact
- U.S.-China trade relationship
Keywords
- macro shocks
- economic competition
- U.S. budget deficits
- monetary policy
- fiscal policy
- tariffs
- AI
- labor market
- U.S.-China trade
Mentioned in this episode
Organizations: Evenflow Macro, White House National Economic Council
Places: Iran, U.S., China
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- Beyond the Battlefield: Chokepoints in the Age of Economic Warfare
- Second Order Effects – From Iran to China: A Live Conversation with Dr. Kurt Campbell
- Follow the Money: Inside the World's Financial Plumbing
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