{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI\u2019s Role in Consumer Wealth","description":" Neil Dutta is Head of Economic Research at Renaissance Macro Research (renMac). He leads their macroeconomic research efforts, with an emphasis on analysing the US economy,&amp;nbsp;the&amp;nbsp;Federal Reserve, global trends, and cross-market investment themes. He is considered a market economist, looking at the economic data and trying to highlight the risks to the consensus as he sees them.&amp;nbsp;   Prior to&amp;nbsp;RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada. In this podcast, we discuss:  Neil's Wall Street &quot;Origin Story&quot; The Four Pillars of Economic Analysis The Real Income Squeeze AI, RSUs, and State Tax Revenues Pervasive Optimism and Reflexivity Risk The Fed\u2019s &quot;Path of Least Resistance&quot; The Warsh Nomination and Forward Guidance Productivity Boom or Demand Story? AI\u2019s Wealth Effect Beyond Accounting The 2027 Fiscal Headwind Substack vs. Institutional Research   ","author_name":"Macro Hive Conversations With Bilal Hafeez","author_url":"https:\/\/macrohive.com\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/41533140\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/202614310"}