Listen "Biden's first 100 days - with Clayton Allen"
Episode Synopsis
As America’s new president is sworn in and the Biden administration officially begins, our host Stephanie Kelly explores what to look out for in Biden’s first 100 days. What changes are in store for fiscal policy and what does this mean for investors?This week we're joined by Clayton Allen, director of Eurasia Group, who brings a wealth of knowledge having worked in both the Senate and the White House. Joining Clayton is James McCann, our own in-house expert and Senior Global Economist.Part 1 begins with Clayton answering key questions concerning party politics today. How unified is the democratic party? Who are the key people to watch? And why is Joe Manchin so important?Part 2 sees James cover the implications of the Biden administration on our growth forecasts and the markets outlook.
More episodes of the podcast Macro Bytes
Should the market fear fiscal dominance?
09/09/2025
Is the Fed about to be 'Trumpified'?
08/08/2025
How much infrastructure does the world need?
25/06/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.