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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.
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