Natixis chief U.S. economist Chris Hodge breaks down market sentiment, the likelihood of a Fed rate hike and the impact of oil-driven inflation on consumer spending on ‘The Claman Countdown.’
Natixis chief U.S. economist Chris Hodge analyzes current market sentiment, emphasizing sensitivity to tightening financial conditions and the Federal Reserve’s rate hike outlook. Hodge explains how high energy prices and tariffs act as taxes on consumers, impacting real wages. He details the stable yet not “hot” labor market and the narrow economic growth primarily in A.I. and tech sectors, suggesting exogenous rather than domestically generated inflation.