معلومات عن هذه الحلقة
In this sixteenth instalment of our 'Longview Conversations With' podcast, CEO Chris Watling sits down with macroeconomic expert Marc Sumerlin to explore what the next phase for the Federal Reserve could look like, what Kevin Warsh's potential influence may mean for monetary policy, where interest rates are ultimately headed, and how the broader political and geopolitical backdrop is shaping markets and investor expectations.
Marc is the founder of Evenflow Macro, established in 2013, following a distinguished career spanning both public policy and private sector economic analysis. Prior to founding Evenflow, Marc spent a decade as Managing Director at the Lindsey Group, a global economic consulting firm, where he advised institutional investors and travelled extensively across Asia and Europe analysing global macroeconomic developments. From 2001 to 2002, he served in the White House as Deputy Assistant to the President for Economic Policy and Deputy Director of the National Economic Council, helping develop and implement the economic agenda of President George W. Bush. Earlier in his career, Marc worked as an economic policy adviser during the Bush presidential campaign and began his career at the U.S. Senate Budget Committee. Most recently Marc was in consideration for the position of Fed chair.
In discussion with Marc, we dive into the implications of a potentially shifting Federal Reserve leadership structure, the evolving role of Jerome Powell, and what Kevin Warsh could mean for the direction of US monetary policy, and how the deficit is faring. We also explore the outlook for inflation, growth and rates against an increasingly uncertain global backdrop, alongside broader macro themes shaping markets today — from fiscal policy and political risk to geopolitical tensions and the changing nature of the post-pandemic economic cycle.
DISCLAIMER: This Publication is protected by U.K. and International Copyright laws. All rights are reserved. No license is granted to the user except for the user's personal use. Each reproduction of any part of this publication or its contents must contain notice of Longview Economics' copyright. This agreement shall be governed and construed in accordance with U.K. Copyright law and the parties hereto irrevocably submit to the exclusive jurisdiction of the English courts in respect of any dispute or matter arising out of or connected with this Agreement. Longview Economics Limited will not be liable for any claims or lawsuits from any third parties arising from the use or distribution of this podcast. This report is for distribution only under such circumstances as may be permitted by applicable law. This publication is for your information only and is not intended as an offer, or a solicitation of an offer, to buy or sell any investment or other specific product. The analysis contained herein is based on numerous assumptions. Certain services and products are subject to legal restrictions and cannot be offered worldwide on an unrestricted basis and/or may not be eligible for all investors. All information and opinions expressed in this document were obtained from sources believed to be reliable and in good faith, but no representation or warranty, express or implied, is made as to the accuracy or completeness. All information and opinions as well as any prices indicated are current as of the date of this podcast, and are subject to change without notice. Some investments may not be readily realisable since the market in securities is illiquid and therefore valuing the investment and identifying the risk to which you are exposed may be difficult to quantify. Futures and options trading is considered risky. Past performance of an investment is no guarantee of its future performance. Some investments may be subject to sudden and large falls in values and on realisation you may receive back less than you invested. Changes in foreign exchange rates may have an adverse effect on the price, value or income of an investment. We are of necessity unable to take into account the particular investment objectives, financial situation and needs of our individual clients and we would recommend that you take financial and/or tax advice as to the implications (including tax) of investing in any of the products mentioned herein. Longview Economics Ltd. is an appointed representative of Messels Limited. Messels Limited is authorised and regulated by the Financial Conduct Authority. Capital at Risk | For Sophisticated Investors Only
