Macro strategist Juhi Dhawan joins host Thomas Mucha to discuss her latest research on the Fed, inflation, and the key macro themes shaping today's markets.

1:50 – Today’s inflation drivers

3:00 – The Fed’s response

5:10 – Inflation in Europe

7:20 – Political implications

9:55 – Recession risk

12:00 – Key data to watch

13:15 – China’s economy

15:20 – The Inflation Reduction Act

19:45 – Juhi's research process

22:40 – Investment impacts of structural shifts

26:20 – Defense and national security

28:10 – Personal insights