Alejandra Grindal: An “Economics Lifer” Talks Global Growth, U.S. Debt, Trade, & Her 2024 Forecasts
Dec 21, 2023 ·
10m 49s
Alejandra Grindal is Chief Economist at Ned Davis Research. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota – the “economics lifer” talks about...
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Alejandra Grindal is Chief Economist at Ned Davis Research. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota – the “economics lifer” talks about the forces she sees impacting the U.S. and key foreign economies in 2024. She first covers the three key risks to the economy here at home, but why her firm’s base case call is ultimately for a “soft landing.” She notes the impact of rising interest rates on consumer finances – but also explains an important reason why things aren’t as bad as you might think.
Next, Alejandra pivots to the questions she received and conversations she had on a recent work trip in Asia. Foreign investors and other clients there were keenly interested in the U.S. fiscal outlook, political turmoil in Washington, and the trade, market, and economic ties between China and the U.S. We then wrapped up with a discussion of the stock market implications of Ned Davis’ economic outlook, as well as how new trends like “ally shoring” and “friend shoring” will evolve in the years to come.
Don’t forget to check out our 2024 MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23, 2024, at the Paris Las Vegas. You can get the very latest insights from experts like Alejandra there. Click here to register: https://conferences.moneyshow.com/moneyshow-las-vegas/?scode=061246
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Next, Alejandra pivots to the questions she received and conversations she had on a recent work trip in Asia. Foreign investors and other clients there were keenly interested in the U.S. fiscal outlook, political turmoil in Washington, and the trade, market, and economic ties between China and the U.S. We then wrapped up with a discussion of the stock market implications of Ned Davis’ economic outlook, as well as how new trends like “ally shoring” and “friend shoring” will evolve in the years to come.
Don’t forget to check out our 2024 MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23, 2024, at the Paris Las Vegas. You can get the very latest insights from experts like Alejandra there. Click here to register: https://conferences.moneyshow.com/moneyshow-las-vegas/?scode=061246
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