James Egelhof

What James Egelhof has said on podcasts

10 statements

1. on U.S. economyPositiveSep 21, 2026· Bloomberg Surveillance

   The U.S. economy is strong and positioned to remain strong.

   “The economy is doing really well and it's staged to keep doing well.”

   Listen at 2:20

   Open the episode · Second Half Economic Outlook
2. on U.S. economic stimulusPositiveSep 21, 2026· Bloomberg Surveillance

   Monetary, fiscal, wealth, and AI investment stimulus will continue.

   “We think that that's poised to continue.”

   Listen at 2:33

   Open the episode · Second Half Economic Outlook
3. on Federal Reserve tightening cycleNegativeSep 21, 2026· Bloomberg Surveillance

   The Fed may pursue a longer and stronger tightening cycle.

   “We think the risks are to a more concerted, a longer and a stronger tightening cycle”

   Listen at 3:27

   Open the episode · Second Half Economic Outlook

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

• Sep 21, 2026AI borrowing collides with sticky inflation and Fed risksBloomberg SurveillanceSep 21, 2026Guest