Goldman on Federal Reserve: Another 75 Bps Hike From Here More Likely

The transcript discusses economic growth expectations, highlighting a stronger growth forecast compared to other forecasters and a lower probability of recession. It examines inflation trends and the Fed's potential actions, including rate hikes. The concept of a soft landing is explored, with risks on both sides of economic performance. Market reactions and the possibility of rate hikes are analyzed, alongside the impact of consumer credit and spending on growth. Finally, the effects of China's economic reopening on global growth and inflation are considered.

How does the speaker assess the current consumer credit situation?

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What is the speaker's outlook on real disposable household income compared to last year?

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What impact does the speaker anticipate from China's reopening on global inflation?

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