Ep. 180: Dominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy

Dominique Dwor-Frecaut is a Senior Macro Strategist for Macro Hive based in Los Angeles. She has been producing alpha-generating trade ideas in FX and rates in EM and G10 at established and startup macro hedge funds in the US since 2011, including at Bridgewater. She has also produced in-depth analysis of central banks policies and procedures drawing on her experience at the New York Fed, the IMF and the World Bank as well as on the buy- and sell-side. Before moving to the US, she covered Asian and global EMs at Barclays capital, ABN AMRO and RBS from Singapore. She holds a PhD in economics from the London School of Economics. In this podcast we discuss:

• Why the Fed will still hike to 7%-8%
• Why the market doesn’t challenge inflation misses
• Difference between high and low inflation regimes
• Trends in energy and shelter prices
• Why lower payrolls doesn’t mean recession
• Why economy is so strong
• Impact of US Presidential election on Fed policy
• Fed needs recession to bring inflation down
• Impact of China and Europe slowdowns on US
• How Dominique could be wrong

You can follow Dominque’s work here.

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