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Listen "Episode 11: Currency Risk, Inflation Pressure, and the Future of U.S. Markets"
Episode Synopsis
This week on The Economic Effect, John Silvia, former Chief Economist, explores the deepening divide between U.S. fiscal policy and market expectations. With limited political will to control federal spending and constrained Fed rate policy, financial markets are shifting in unpredictable ways.
Key themes include:
The growing mismatch between fiscal expansion and inflation control
U.S. dollar depreciation and rising currency risk for investors
A break from traditional economic assumptions as markets seek a new equilibrium
Why interest rates, inflation expectations, and the U.S. deficit are more connected than ever
The risk of political agendas overriding market function
John unpacks what this means for households, investors, and policymakers—and why there may be no return to the old market “norms.”
Join my newsletter for weekly updates and insights into Economics.
https://www.johnesilvia.com/subscribe/
Twitter @JohnESilviaPhD https://x.com/JohnESilviaPhD
LinkedIn https://www.linkedin.com/in/john-e-silvia/
Key themes include:
The growing mismatch between fiscal expansion and inflation control
U.S. dollar depreciation and rising currency risk for investors
A break from traditional economic assumptions as markets seek a new equilibrium
Why interest rates, inflation expectations, and the U.S. deficit are more connected than ever
The risk of political agendas overriding market function
John unpacks what this means for households, investors, and policymakers—and why there may be no return to the old market “norms.”
Join my newsletter for weekly updates and insights into Economics.
https://www.johnesilvia.com/subscribe/
Twitter @JohnESilviaPhD https://x.com/JohnESilviaPhD
LinkedIn https://www.linkedin.com/in/john-e-silvia/
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