About this episode

Jake Oubina discusses the macroeconomic outlook and key risks affecting GDP growth.

In this episode, we welcome back Jake Oubina, Managing Director and Deputy Head of Economic Research at Piper Sandler, for a wide-ranging discussion on the macro outlook. Despite geopolitical tensions, rising oil prices, and shifting sentiment, Jake has remained anchored to a 3% real GDP growth view. Together, we explore key risks ahead, including potential tariff re-escalation, shifting immigration dynamics, and how policy decisions could shape the second half of the year. The big takeaway: ...

People in this episode

Host: Michael Kantrowitz

Guest: Jake Oubina

Topics covered

• economic outlook
• GDP growth
• geopolitical tensions
• oil prices
• tariff risks
• immigration dynamics
• policy decisions

Keywords

• economic research
• real GDP growth
• geopolitical risks
• oil prices
• tariffs
• immigration
• policy

Mentioned in this episode

Organizations: Piper Sandler

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