Eric Wallerstein
Chief Macro Strategist at Clocktower Group and former advisor at the Council of Economic Advisors and the Federal Reserve, offering expertise on macro policy, geopolitics, and financial markets.
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Mar 11, 2026 • 59min
The Global Economy Is Splitting Into Spheres | Eric Wallerstein
Eric Wallerstein, Chief Macro Strategist at Clocktower Group and former CEA/Fed advisor, unpacks how geopolitics and policy are reshaping the global economy. He discusses tariffs, the dollar and supply chains. He traces market fallout from Iran strikes, energy shocks, and AI fears. He also examines Fed balance sheet fixes, repo fragility, and why Latin America may be a strategic frontier.
