Episode Details
Back to EpisodesThe Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield Curve
Published 1 year, 6 months ago
Description
A stalwart of the “no recession” camp for many years, Juliette Declercq of JDI Research joins Jack to argue why she thinks that recession is now the greater risk than inflation for 2025 and beyond. Declercq argues that U.S. economy has been growing beyond organic levels by relying upon debt growth and immigration. She explains her bullish view on the dollar, the two-year note, and her views on stocks and bonds. Recorded on December 2, 2024.
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