On todays episode of On The Margin George Goncalves MUFG's Head Of Macro Strategy joins the show for a discussion on the outlook for H2 2023.
Reflecting on the Fed's quest to fight inflation amidst their fastest hiking cycle in recent history, George outlines why the economy has remained resilient thus far, and how leading indicators are pointing to a further deceleration in the second half of 2023. To hear all this & more, you'll have to tune in!
To view George's slide deck mentioned in the episode, head over to the Blockworks Macro YouTube channel: https://www.youtube.com/@BlockworksHQ
—
Follow George: https://twitter.com/bondstrategist
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
—
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
__
Disclaimer: Nothing discussed on On The Margin 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.
