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/
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):
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):
Kara O’Halloran (00:35):
I hope you’ve been using those bragging rights that you’ve earned.
Lara Rhame (00:39):
Kara O’Halloran (00:40):
I know, I know. I sit near you.
Lara Rhame (00:41):
Our team appreciates it.