The U.S. Economic Outlook
- Ideal audience: Business managers and leaders
- Recommended length: 30-60min
Here I explore the state of the U.S. economy and the forces shaping its next chapter. This is tailored to the audience but usually examines the classics: inflation, interest rates, household finances, and consumer sentiment, alongside current events like tariffs, geopolitics, and policy. (Don’t worry — although I may discuss relevant business policy, I remain politically neutral.) The focus is on what's relevant and what's next.
The talk unravels economic mysteries such as:
- If consumers are so pessimistic, why do they keep spending?
- Which headwinds and tailwinds are most likely to change the economy tomorrow?
- What are the odds of a recession happening this year?