The Most Important US Economic Debates

In this Webcast, Ryan will run through the most important US economic debates of the moment with a focus on the implications for Federal Reserve policy and US bond yields. 

Those debates are:

• Is slow employment growth driven predominantly by supply or demand?
• How significant an effect is AI adoption having on unemployment?
• What is underlying US inflation, abstracting from the impact of tariffs?
• Does the “K-shaped recovery” adequately explain the divergence between strong consumer spending and weak employment growth?