As the world turns: Macroeconomic trends
Doug McHoney (PwC’s International Tax Services Global Leader) is at PwC’s International Tax Conference in Dana Point, California with Dr. Alexis Crow, PwC’s Geopolitical Investing Practice Leader. Doug and Alexis discuss the recession outlook and economic activity, the impact of inflation, central banking policy, including interest rates, commercial real estate and financial stability, currencies and the future of the US Dollar, energy transition, the US election outlook, and outlooks for some significant economies, including Japan, India, Singapore, Brazil, the Middle East, and Europe.
Timestamps:
- 1:35 - What is one thing the COVID-19 pandemic taught Alexis from a macroeconomic perspective?
- 2:30 - What is the economic outlook for the US and across the rest of the globe?
- 4:45 - Why does the consumer currently have a recessionary mindset?
- 6:00 - Is inflation under control in the US and across the world?
- 8:50 - What are Alexis’s views on central banking policy?
- 12:00 - How does the commercial real estate market impact financial stability?
- 16:15 - What is the future of the US dollar?
- 19:15 - What is the macroeconomic outlook for Asia?
- 23:20 - What is the macroeconomic outlook for Brazil?
- 25:30 - What is the macroeconomic outlook for the Middle East?
- 26:50 - What is the macroeconomic outlook for Europe?
- 28:30 - What will be the impact of the US election on innovation, immigration, & infrastructure?
- 31:30 - What do we expect in terms of energy transition?
- 33:50 - What is one thing Alexis is hopeful about in the future?
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