EPISODE · Jan 24, 2022 · 14 MIN
Asset Allocation Bi-Weekly - Real Income versus the Wealth Effect; What is Driving Consumption? (1/24/2022)
from Confluence Podcasts · host Confluence Investment Management
Will consumers keep consuming enough to sustain economic growth if interest rates rise? The answer might begin to emerge as we explore a separate question in today's discussion with Confluence Chief Market Strategist Bill O'Grady: what exactly drives consumption? Is it a rise in real income or is it an increase in the "wealth effect"?
What this episode covers
Will consumers keep consuming enough to sustain economic growth if interest rates rise? The answer might begin to emerge as we explore a separate question in today's discussion with Confluence Chief Market Strategist Bill O'Grady: what exactly drives consumption? Is it a rise in real income or is it an increase in the "wealth effect"?
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Asset Allocation Bi-Weekly - Real Income versus the Wealth Effect; What is Driving Consumption? (1/24/2022)
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