The MUFG Global Markets Podcast
Business
An introduction to our U.S. Macro Strategy platform: The MUFG Global Markets Podcast
In this episode, we are pleased to introduce MUFG Head of U.S. Macro Strategy, George Goncalves. George briefly takes us through his strategy approach of the four pillars of a macro analysis, a process that he has fine-tuned and enhanced over his 20 years of being in the financial markets.
We discuss his outlook for the U.S. economy and what that means for rates and the Fed. In short, George’s view is that aggregate demand was pulled forward and thus the U.S. will see economic activity decelerate versus current trends and future expectations, but the Fed will still need to taper QE nonetheless.
Disclaimer: www.mufgresearch.com (PDF)
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