Macroeconomics is an all-encompassing, complex field, and it's critical to understand each of these large moving parts in order to analyze markets effectively.
With the constantly changing fiscal policies, market indicators, and economic patterns, expert insights prove to be invaluable in guiding us through turbulent and unpredictable times.
In this episode, Ryan Detrick & Sonu Varghese sit down with Neil Dutta, Managing Director and Head of Economics at Renaissance Macro Research, to chat about macroeconomics and the current state of the economy. They explore topics such as recession risks, the impact of inventories on GDP, fiscal policy, and the limitations of indicators like PMIs.
Neil discusses:
Connect with Neil Dutta:
Connect with Ryan Detrick:
Connect with Sonu Varghese:
About our guest:
As Head of Economic Research, Neil Dutta leads the macroeconomic research efforts at Renaissance Macro Research, with an emphasis on analyzing the US economy, Federal Reserve, global trends, and cross-market investment themes.
Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada.
Neil appears frequently in the financial press, representing the firm on Bloomberg, CNBC, and Fox Business. He has been quoted by the Wall Street Journal, Financial Times, Associated Press, and has been featured in the New York Times for his out-of-consensus economic views on a host of topics including employment, consumption, inflation, and housing.
A business economist with over 15 years of sell-side experience, Neil graduated Cum Laude from New York University with a bachelor’s degree, double majoring in Economics and Political Science.
Macroeconomics is an all-encompassing, complex field, and it's critical to understand each of these large moving parts in order to analyze markets effectively.
With the constantly changing fiscal policies, market indicators, and economic patterns, expert insights prove to be invaluable in guiding us through turbulent and unpredictable times.
In this episode, Ryan Detrick & Sonu Varghese sit down with Neil Dutta, Managing Director and Head of Economics at Renaissance Macro Research, to chat about macroeconomics and the current state of the economy. They explore topics such as recession risks, the impact of inventories on GDP, fiscal policy, and the limitations of indicators like PMIs.
Neil discusses:
Connect with Neil Dutta:
Connect with Ryan Detrick:
Connect with Sonu Varghese:
About our guest:
As Head of Economic Research, Neil Dutta leads the macroeconomic research efforts at Renaissance Macro Research, with an emphasis on analyzing the US economy, Federal Reserve, global trends, and cross-market investment themes.
Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada.
Neil appears frequently in the financial press, representing the firm on Bloomberg, CNBC, and Fox Business. He has been quoted by the Wall Street Journal, Financial Times, Associated Press, and has been featured in the New York Times for his out-of-consensus economic views on a host of topics including employment, consumption, inflation, and housing.
A business economist with over 15 years of sell-side experience, Neil graduated Cum Laude from New York University with a bachelor’s degree, double majoring in Economics and Political Science.