Latest / Macro Hive Conversations With Bilal Hafeez
Ep. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes
Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds, including Bridgewater. Prior to the buy side, she worked at the New York Fed, IMF, and the World Bank. She holds a PhD in Economics from the London School of Economics. In this podcast, we discuss:
The "Low-Hire, Low-Fire" Labour Puzzle
The Imported AI Capex Illusion
Chips as the New Oil Supply Shock
The K-Shaped Consumer & GFC-Level Delinquency
The Fragile Savings Rate Cushion
The Return of FOMC Dissension
The Waller Swing Vote &…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.