Episode 63
Dominique Dwor-Frecaut on US Labour Supply, Inflation and Timing the Bond Sell-Off
Macro Hive Conversations With Bilal Hafeez · Bilal Hafeez
May 14, 202144m 51s
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Show Notes
Dominique is one of my favourite macro thinkers and economists – she's so good, we hired her to work for Macro Hive. As for her background, she's worked at Bridgewater, Barclays and RBS. And before that she worked on policy and research at the New York Fed, the IMF and the World Bank. In the podcast, we talk about:
- The US labour supply problem and its impact on growth for the rest of 2021
- The difference between Democrat and Republican states on COVID
- Can inflation move higher?
- How income inequality drives asset markets and the economy
- The impact of more active fiscal policy on growth and inflation
- Outlook on Germany and China
- Timing the next big US bond sell-off
- Books that influenced Dominique: Radical Uncertainty (King, Kay), The Social Conquest of Earth (Wilson)