Dry Powder: The Private Equity Podcast
Today on Dry Powder, Karen Harris, the managing director of Bain’s Macro Trends Group, revisits the US inflation narrative.
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“The tension that we’re seeing writ large is ‘Did the Fed overcorrect, or are we going to have the soft landing?’” Karen says. “Those who are on the soft landing side look at the GDP figures, look at inflation coming down and say, ‘We’re pretty good.’ Where my team worries is the unemployment rate.”
We then turn our attention to the faltering economies in Europe and whether the continent can find a path to recovery. Finally, we’ll turn to Asia, examining how investment opportunities may be shifting across the region.
The Private Equity Podcast
In our podcast series, Bain's Hugh MacArthur interviews leading experts on the trends and opportunities that will redefine the private equity industry.
First published in enero 2025