Economic Outlook

I am out of the country and thought you might be interested in my economic presentation prepared for a European manufacturing trade group (note the European bias and context). 

Click here to view the full presentation.   A loud shoutout to Focus Economics for helping with the quarterly forecasts.  

When presenting to noneconomists the best practice is to Keep It Simple Stupid (KISS). 

Europe is facing some big challenges ahead.  The ECB still maintains a negative 45 bps policy rate as inflation rages around 8 percent. We suspect this is going to result in some major political blowback in Germany and other northern European countries toward the Eurozone.    

More flybys to come during the summer. Stay tuned.

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