Is the US heading towards stagflation?
Our Founder and CEO, Stephen Davies, joins Niraj Shah and Alex Mathew on NDTV Profit to discuss the outlook for US growth as recent ‘head-spinning’ policy shifts continue to impact regional markets.
Here’s some insights from the interview!
🔹 The Fed’s cautious stance has brought inflation fears back into focus, as expectations for further rate cuts in 2025 have significantly reduced. .
🔹 US markets remain driven by productivity gains and tech leadership—but valuations are looking stretched.
🔹 Asia and Europe have been outperforming the US throughout February, with momentum expected to continue.
🔹 Cautious optimism on China as markets await further policy action.
📺 Watch the full interview here: https://www.youtube.com/watch?v=rtibK2OH7l4