Video Description
AI is holding up the economy, but the foundation underneath is getting harder to read.
Neil Dutta of Renaissance Macro joins Forward Guidance to unpack why inflation, labor, and AI capex are reshaping the Fedâs path.
We cover the consumer squeeze, K-shaped spending, manufacturing data, Warshâs Fed, and supply-shock volatility. Enjoy!
TIMESTAMPS:
00:00 Intro
01:54 The Real Inflation Story
06:26 Fedâs Higher Inflation Threshold
08:18 Why Labor Hasn't Broken
12:04 How To Read Supply Shocks
14:58 The Consumer Strength Illusion
19:20 The K-Shaped Consumer Debate
22:30 The AI Capex Macro Risk
26:03 Inside Trade & Manufacturing Data
29:18 Is Manufacturing Really Booming?
36:43 Warsh Faces An Impossible Fed
45:41 Fed Volatility Vs White House Policy
48:14 Final Thoughts
FOLLOW NEIL...
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