Macro strategist Juhi Dhawan joins host Thomas Mucha to discuss her latest research on the Fed, inflation, and the key macro themes shaping today's markets.
1:50 – Today’s inflation drivers
3:00 – The Fed’s response
5:10 – Inflation in Europe
7:20 – Political implications
9:55 – Recession risk
12:00 – Key data to watch
13:15 – China’s economy
15:20 – The Inflation Reduction Act
19:45 – Juhi's research process
22:40 – Investment impacts of structural shifts
26:20 – Defense and national security
28:10 – Personal insights
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