In this episode, NDR's Chief Economist Alejandra Grindal discusses the potential for a soft landing versus no landing. Although recent data have reflected an overheating economy, the soft-landing scenario, of below-trend economic growth and continued disinflation, is more likely as the delayed impact of tight monetary policy, ebbing excess pandemic savings, rising consumer delinquencies, and political risk at home and abroad weigh on output this year. A soft-landing scenario of slow growth and low inflation is consistent with above average equity returns.

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S1:E6

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