• A closer look at the macro economic environment in the US with Ayesha Tariq

  • Apr 27 2023
  • Length: 44 mins
  • Podcast

A closer look at the macro economic environment in the US with Ayesha Tariq

  • Summary

  • In the history of the Federal reserve hiking rates, for many decades, invariably have affected the emerging markets. While the currency depreciation and outflows have declined, there are uncertainties with regards to the impact of a global economic slowdown on growth this year.  In this episode I am joined by Ayesha Tariq, CFA. She shares valuable insights on the current macro-economic environment in the US.

    We talk about :

    -          What makes the current macro situation unique vs history

    -          We have come so far with Dodd franks act in effect post the 2008 crisis, yet the stress tests didn’t suffice

    -          Why hedging, though available as a tool to face the unprecedented rate hikes and resulting losses in history, could not have been deployed

    -          The upcoming liquidity tightening and its impact on lending

    -          How are businesses and individuals placed, in face of the current macro environment

    -          The likely trajectory for inflation, with sticky components in perspective and earnings slowdown

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