The Old Economy Is Putting A Lid On Economic Potential | Macro Corner Episode 12
Posted: Aug. 23, 2022, 10:15 a.m.
Email podcast@bluelinefutures.com with any follow-up questions to the podcast or anything else on the board!
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
Timecodes:
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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