Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about:

1. The Oil Price Shock and "Negative Supply Curve" Impact 
2. US Economic Stagnation and Population Seismic Shift
3. AI as a Short-Term Inflationary Impulse
4. The Fed's Potential Hawkish Pivot
5. European and Japanese Central Bank Outlooks
6. China's Resilience and the "Thucydides Trap"
7. Market Rotations and the "Safe Asset" Shift
8. US Midterms and Trade Tensions