Research recap: Q2 2022 Economic outlook

How will the economy evolve amid today’s challenges? Chief U.S. Economist Lara Rhame shares her outlook on inflation, housing, the Fed and more.

Listen on Spotify Listen on Apple
April 28, 2022 | 10 minute read

About this episode
We’re capping off our outlooks for Q2 with a rundown of the state of the economy and how it could adjust to growing uncertainty across markets. Investment Research Director Kara O’Halloran and Chief U.S. Economist Lara Rhame cover the key ideas in Lara’s outlook, from inflation and the Fed to real estate, consumer confidence and policy overseas in China.

Want to read the full piece? Download it here: https://fsinvestments.com/fs-insights/q2-2022-macro-outlook/

Transcript excerpt:

Kara O’Halloran (00:00):

Welcome back to Fireside, a podcast from FS Investments. My name is Kara O’Halloran and today we are wrapping up our Q2 outlook content with an episode focused on macro. So, we have brought in the one and only Lara Rhame our Chief US Economist.

Lara Rhame (00:20):

Hi Kara.

Kara O’Halloran (00:21):

Hi Lara, so you’re going to walk us through all things macro for Q2.

Lara Rhame (00:24):


Kara O’Halloran (00:25):

So, I feel like it’s been a while since we’ve podcasted together.

Lara Rhame (00:27):


Kara O’Halloran (00:28):

It’s been, I feel like it’s been a month. I think we haven’t had you on since the market madness episode when you were crowned champion.

Lara Rhame (00:35):

Officially crowned.

Kara O’Halloran (00:35):

I hope you’ve been using those bragging rights that you’ve earned.

Lara Rhame (00:39):

Every day.

Kara O’Halloran (00:40):

I know, I know. I sit near you.

Lara Rhame (00:41):

Our team appreciates it.

This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of FS Investments. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. FS Investments does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. FS Investments cannot guarantee that the information herein is accurate, complete, or timely. FS Investments makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.

Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither FS Investments nor the author are under any obligation to update or keep current such information.

All investing is subject to risk, including the possible loss of the money you invest.

Kara O’Halloran, CFA

Director, Investment Research

Lara Rhame

Chief U.S. Economist + Managing Director

Search our site