216 - Managing A Soft Landing For The Economy Despite Global Turbulence With David Czerniecki
In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discusss various economic topics, including China's economic slowdown, energy prices, inflation, and global conflicts. They explore the implications of these issues on the global economy and provide insights into potential future developments. Takeaways China's economic slowdown has implications for the equity markets, interest rates, and global growth. Energy prices have remained stable despite conflicts and disruptions in shipping lanes. Achieving the target inflation rate of 2% has been challenging due to sticky prices in the services sector. Global conflicts, while tragic, have had a muted economic impact so far. Chapters 00:00 Introduction 01:05 China's Economic Slowdown 09:01 Inflation 14:06 Global Conflicts