logo
episode-header-image
Jun 2024
24m 11s

U.S. interest rates: Where do we go from...

CAPITAL GROUP
About this episode

Capital Group economist Darrell Spence discusses his outlook for U.S. interest rates, inflation and the economy at the mid-point of 2024. Will the Fed cut rates this year? Is inflation still too high? And what’s the risk of a recession down the road? Darrell tackles those questions and more. #CapGroupGlobal

For full disclosures, go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024.  American Funds aren’t registered for sales outside the U.S.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed, follow us

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4bahmD0

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital GroupCapital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

Copyright ©2024 Capital Group

Up next
Jul 8
Exploring Latin America: Local knowledge key for Mexico - Part 1
In the first part of our look at Latin America, equity investment analyst Ana Reynal looks at the current outlook for Mexico. Ana, who grew up in Mexico, explains the benefits of local knowledge when investing in this part of the world. #CapGroupGlobal For our latest insights, pr ... Show More
20m 26s
Jul 3
Investing in South Asia's emerging markets: India’s embrace of free enterprise
Samir Parekh has seen a lot in his 24 years of investing, most prominently India’s shift towards wealth creation and zeal for entrepreneurship. Samir sits down with Mike Gitlin to talk about what that shift looks like on the ground, and how political changes and demographics are ... Show More
29m 28s
Jun 26
Made in America: Can the U.S. rebuild its manufacturing might?
Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States. He outlines four scenarios for boosting domestic manufacturing and explains how each could impact the economy and job growth. ... Show More
15m 48s
Recommended Episodes
Apr 2022
Retail Investing, Pt. 1: International Exposure
With questions around equity outperformance, tech overvaluation and currency headwinds in the U.S., retail investors may want to look internationally to diversify their portfolio. Chief Cross-Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lisa S ... Show More
8m 45s
Oct 2023
How Higher Interest Rates Alter Our Financial Blueprint
We explore six impacts of higher interest rates on housing, capital projects, stock buybacks, excess returns for stocks, bonds, and other asset classes, and individual opportunity costs.Topics covered include:Where current interest rates standCentral banker predictions for how lo ... Show More
28m 38s
Jun 2023
#222: Loomis Sayles - How do investors choose what US companies to invest in?
Will Hobbs (Chief Investment Officer) talks with Hollie Briggs (Head of Global Product Management at Loomis Sayles) about investing in US shares, how she and her team select the companies to invest in, and what future opportunities may be found in the US market. To find out about ... Show More
12 m
Oct 2023
Talking Heads – Standing tall: US small caps
With market expectations for a US recession being ‘kicked down the road’, the outlook for US small capitalisation stocks has improved.  Listen to this Talking Heads podcast with Vincent Nichols, Investment Specialist US Small Caps, and Daniel Morris, Chief Market Strategist.   Fo ... Show More
14m 11s
Jan 2021
The Download: What’s ahead for Canadian banks?
While challenges remain in the near term, leaders of the country’s top banks agree that a rebound is likely on the horizon, with vaccines playing an ever-important role. What other factors are impacting Canada’s financial sector? Stu Kedwell, Co-Head, North American Equities, rec ... Show More
6m 38s
Jan 2023
BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)
IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro01:37 - What's the mastermind's thoughts on FTX and SBF?10:22 - What's happening with Gemini, DCG, Genesis, & GBTC?14:37 - What's the group's thoughts on Binance?15:04 - Why is a risk assessment of counterparts risk so important?15:04 - ... Show More
1h 35m
Oct 2023
The Price of Money - 700 Years of Falling, Can Interest Rates Keep Rising?
Interest rates have been sliding for seven centuries. Dive into the historical forces driving this trend and examine whether the recent interest rate spike is just a blip on the radar.Topics covered include:How the supply of savings and the demand to borrow impact interest ratesW ... Show More
24m 38s
Aug 2020
Ep 240. When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period
www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research write ... Show More
32m 15s
Nov 2022
MI237: Are We In an Index Fund Bubble? w/ Eric Balchunas
IN THIS EPISODE, YOU’LL LEARN: 08:42 - How index funds affect the underlying companies’ stock prices. 21:31 - What single-stock ETFs are, what investors should know about these products.  24:11 - Are inverse ETFs a good way to bet against the market?  24:11 - The risks of using l ... Show More
55m 55s