Dry Powder: The Private Equity Podcast

Macro Update: A Strange Brew

Karen Harris, managing director of Bain’s Macro Trends Group, returns to the show for a conversation on interest rates, inflation, bank runs, and a “weird” mix of economic indicators.


Macro Update: A Strange Brew

The last time Karen Harris was on Dry Powder, we mapped out a wide range of scenarios for the global economy, from a severe recession to a “soft landing.” But over the past three months, the range of outcomes has narrowed. No one is talking about a soft landing these days. Today, most investors and policymakers are bracing for a recession.

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“It’s not good news,” Karen says. “It’s steadier news.”

  Today on Dry Powder, Karen and I discuss the implications of a global recession and whether the emerging consensus will bring some clarity to central bank policies and deal markets.



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.


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