The US is Risking Stagflation | Mohamed El-Erian
发布时间 2025-03-07 18:54:00 来源
摘要
In this episode, Mohamed El-Erian joins the show to discuss the February jobs report, tariffs & imports front-running, and the inflation outlook, including the growing risk of stagflation. We also delve into the outlook for Europe, Japan, and China, Bitcoin and digital assets, and more. Enjoy!
—
Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG200 FOR $200 OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york
__
Follow Mohamed: https://x.com/elerianm
Follow Felix: https://x.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
—
Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125
—
Timestamps:
(00:00) Introduction
(01:27) Job Report & Labor Market
(05:45) US Growth & Stagflation Risk
(09:41) Tariffs & Imports
(11:19) Inflation Outlook & Oil
(15:48) Fiscal Outlook
(19:32) DAS Promo
(20:14) Fed & Number of Cuts in 2025
(22:57) Goods, Services, & Shelter Inflation
(25:51) Europe, Japan, & China
(32:14) Bitcoin & Digital Assets
__
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
GPT-4正在为你翻译摘要中......
