Neil Dutta is Head of Economic Research at Renaissance Macro Research (renMac). He leads their macroeconomic research efforts, with an emphasis on analysing the US economy, the Federal Reserve, global trends, and cross-market investment themes. He is considered a market economist, looking at the economic data and trying to highlight the risks to the consensus as he sees them.

Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada. In this podcast, we discuss:

Neil's Wall Street "Origin Story"
The Four Pillars of Economic Analysis
The Real Income Squeeze
AI, RSUs, and State Tax Revenues
Pervasive Optimism and Reflexivity Risk
The Fed's "Path of Least Resistance"
The Warsh Nomination and Forward Guidance
Productivity Boom or Demand Story?
AI's Wealth Effect Beyond Accounting
The 2027 Fiscal Headwind
Substack vs. Institutional Research

Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth

Macro Hive Conversations With Bilal Hafeez

Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth