Published Jan 22, 2024

Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way

Brevan Howard's chief economist Jason Cummins explores three major macroeconomic turning points, highlighting the end of secular stagnation, shifting geopolitical dynamics, and China's strategic evolution, while also examining the challenges posed by current monetary policies and the potential for recession in 2024.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Odd Lots

Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way

Topics covered

Popular Clips

Geopolitical Risks

Macro Insights

Recession Signals

Corporate Profit Margins

Paradigm Shift

China's Economic Strategy

Global Economic Shifts

Geopolitical Risks

Chinese Macro Insights

Rates and Recession

Surprising Market Trends

Fed Rate Cut Debate

Global Economic Trends

Chief Economist Role

Episode Highlights

Market Dynamics

Macro Turning Points

Monetary Policy Challenges

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Why So Many People Got This Year's Economy Wrong

Jim Grant Sees an Era of Higher Rates That Could Last For Years

This Is the Macro Picture Going Into 2021

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Jared Bernstein on the Next Stage of Bidenomics

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Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way

Topics covered

Popular Clips

Episode Highlights

Market DynamicsJason Cummins, chief economist at Brevan Howard, discusses the end of three significant eras in the global economy. He explores unexpected market trends, the pursuit of alpha in macro hedge funds, and signals of an impending recession.

Market Dynamics

Macro Turning PointsJason Cummins, chief economist at Brevan Howard, discusses the end of secular stagnation, geopolitical risks, and China's evolving economic strategy. He outlines how these shifts are reshaping global economic paradigms and impacting investment strategies.

Macro Turning Points

Monetary Policy ChallengesJason Cummins discusses the implications of current monetary policies, focusing on interest rate projections, inflation management, and labor market trends. He warns of a potential recession in 2024, driven by tight monetary policy and evolving economic conditions.

Monetary Policy Challenges

Related Episodes