Julia Coronado, keen-eyed observer of the economic landscape, shares wide-ranging insights on the economy, monetary policy, commercial real estate and more.
“The macro economy is a lot more resilient to the headlines than what you read every day."
-Julia Coronado
President and Founder, Macro Policy Perspectives &
University of Texas Finance Professor
Insights from the episode:
1. Inflation should continue to cool in most countries around the world.
2. The neutral interest rate is expected to be higher than the last cycle due to a healthier household balance sheets, supportive fiscal policy and improved productivity.
3. Challenged multifamily developers should see some relief in the next few years, as interest rates drop, demand for housing increases and financing conditions improve.
GUEST BIO:
Julia Coronado
President and Founder, Macro Policy Perspectives
Julia Coronado founded MPP because she believes independent research can provide the most objective and relevant analysis to inform decision making in an uncertain world. Julia is a Clinical Associate Professor of Finance at the McCombs School of Business at the University of Texas at Austin. She has more than a decade of experience as a financial market economist including serving as Chief Economist for Graham Capital Management and BNP Paribas, and as a Senior Economist at Barclays Capital. After receiving her Ph.D. in Economics from the University of Texas at Austin, Julia worked for the Federal Reserve Board of Governors in Washington D.C. for eight years where she regularly briefed the Board and contributed to the FOMC forecasts. She is a regular commentator in financial media, including CNBC, Bloomberg, Marketplace, and the Wall Street Journal.