Amrith Ramkumar
speaker
860 appearances
16 recordings
1 series
first heard May 2018
last heard Sep 2021
Amrith Ramkumar’s voice in public audio — every appearance, attributed to the second.
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Appearances
And some of the language we've seen about, you know, tariffs and if how like the central bankers are like incorporating that into their future models, I would say so.
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Yeah, I wouldn't expect too much focus to be paid attention unless somehow there's something unexpected in the language or something else like that as far as the rate increase that's widely expected next week.
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Yeah, thanks so much for having me.
matched
This isn't saying that momentum is going down necessarily.
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It's just that expectations have gotten much higher after the U.S.
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grew at 4.1% last quarter, its fastest pace in almost four years, and people are kind of looking at what's next.
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They're kind of revising upwards some targets, and there's really, I would say, division among investors about whether that rate of growth from the second quarter will be a one-off or continue.
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And again, it's all kind of relative, right?
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It's not necessarily that the U.S.
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is doing badly or even doing much worse.
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It's just that other countries are having an easier time topping more meager targets.
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And the U.S.
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is starting to miss in certain sectors.
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So people are kind of divided.
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And the U.S.
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has come a long way in terms of stocks and the dollar and assets more tied to U.S.
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growth outperforming.
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And so some people think later in the year that might reverse and we might go back to an environment where
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assets tied to global growth like commodities that have been punished do a little bit better.
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Even if the pace is faster in the U.S., though, and the rate even remains the same, it's more just that the expectations, again, are so high.
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