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Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed'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 skinny
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