The Old Normal: Macro Shocks Amid War, AI, and Economic Rivalries
About this episode
Marc Sumerlin, Managing Partner at Evenflow Macro and former Deputy Director of the White House National Economic Council under President George W. Bush, joins Daleep Singh for a conversation about economic transformation on this episode of PGIM's The Outthinking Investor.
Daleep and Marc talk about macro shocks stemming from the Iran war, how U.S. budget deficits will influence policy rates and the economy, and the relationship between monetary and fiscal authorities in a new age of economic competition.
The discussion also covers:
- The impact of tariffs and AI on the labor market
- Monetary policy challenges when navigating an energy shock
- The future of the U.S.-China trade relationship
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