Expert Conversation with Matt Henry and Joseph LaVorgna

What will happen to interest rates for the remainder of 2024? Chatham's CEO Matt Henry and Joseph LaVorgna, Chief Economist of SMBC Nikko Securities America, discuss how anticipated interest rate cuts, election results, and other factors will impact the economy.

Jump to a topic:
00:00 Fed independence and politics
11:55 Politics and the economic landscape
16:12 U.S. middle class economic challenges
19:15 Interest rate cuts and considerations
26:52 Split government and debt impact
31:02 Investment decisions in political times
38:25 Economic book recommendations
39:32 Joseph’s career trajectory
44:50 Global tensions and domestic affairs

Show notes:
Chatham Financial website  https://www.chathamfinancial.com/

About our speakers:

Joseph LaVorgna, Managing Director and Chief Economist at SMBC Nikko Securities America, oversees the firm’s macroeconomic research. Previously, he served as Chief Economist at the White House National Economic Council and held top economist positions at Natixis CIB Americas and Deutsche Bank.

Matt Henry is Chatham’s Chief Executive Officer, leading the firm's global operations. He joined Chatham in 2004 and helped launch and lead the real estate practice. Under his leadership, Chatham has become the largest independent financial risk management advisory and technology firm. Matt received his bachelor’s degree in business and economics from Wheaton College and his MBA from the University of Michigan.

Published on: April 11, 2024