Known Unknowns - The Macroeconomic Outlook For 2025
ABSTRACT
The presentation will provide an overview of the outlook for global economic growth, inflation, and interest rates in 2025. There will be a particular focus on the US economy, the semiconductor industry, and the potential implications of a new President and Congress. Important longer-run themes will also be addressed including the structural budget deficit and the importance that technology plays in shaping longer-term growth trends.
BIOGRAPHY
David is Macquarie’s Head of Economics and has been covering North America macro for the firm since 2011. His work focuses on structural themes, the economic outlook, and implications for asset allocation. Prior to joining Macquarie he was a management consultant and a buy-side analyst. He is a CFA charter holder and holds a Bachelor of Commerce and a Master's of Science in Managerial Economics. Since 2019, he has been designated a TopGun sell-side analyst by Brendan Wood International, indicating his client coverage rates in the top decile of world standards.