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Paul Wankmueller, CMT and Jannis Meindl discuss the lack of fixed asset spending in old economy sectors and the implications for the Fed as well as the economy as a whole. As output gets constrained by a lack of capital formation, the two also talk about the inflation outlook and current market expectations. Macro Corner Chart Booklet accessible: here.
Check out Jannis Meindl's Sunday article published yesterday The Structural Underpinnings of the U.S. Economy Compared to FOMC Projections.
Check out the podcast on your favorite podcast app: Apple Podcast, Spotify, Google Podcast
0:00 - Disclosure
0:18 - Podcast Intro
1:31 - Old Economy Constraints
2:46 - Real vs. Potential GDP Growth
4:44 - Energy Markets & Open Interest
11:32 - The U.S. Output Gap
14:15 - 2-Year Yield Dictating Monetary Policy
18:20 - Europe's Energy Crisis
22:24 - Podcast Outro
This podcast was recorded on August 22, 2022.
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