Juliette Declercq: The Consensus on US Inflation Is Completely Wrong
In this month’s Macro Sessions, JDI Research founder and CEO Juliette Declercq joins us to break down why US inflation remains sticky, why oil isn't the primary culprit, how the Fed has lost a dovish anchor, and why she thinks 10-year yields could hit 5%. 🏠 The full 47 minute episode is available only to monthly and annual Market House subscribers over on Substack. In it, Juliette talks about AI vs the labor market, why Europe is more resilient than people think, the big problems facing US hyperscalers, the US vs China AI race, and more. If you'd like to get access to the full thing, right this way: https://themarkethouse.substack.com/s... For more from Juliette: www.jdiresearch.com Connect with us on Substack: https://themarkethouse.substack.com/ Connect with us on Twitter: https://x.com/the_markethouse Chapters: 00:00 – What Investors Are Getting Wrong 01:42 – Why Inflation Isn't Going Away 06:05 – AI Isn't Deflationary… Yet 11:30 – The Productivity Debate 16:00 – Is the Fed Behind the Curve? We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #inflation #ai #fed #economy #marketanalysis #talkshow #marketsentiment #investing #macro #macroeconomics #podcast #talkingmarkets #maggielake #themarkethouse #juliettedeclercq
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