The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup

The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup

Published: September 18, 2026

Duration: 1:12:30

What happens when the Fed hikes into fading stimulus, slowing growth, and persistent inflation?


This week, we're joined by Vincent Deluard of StoneX Group to explore America’s emerging stagflation trap, AI’s economic support, and Europe’s potential Japan-style currency reset.


We also discuss the contrarian case for UK equities and Canada’s investment revival. Enjoy!


TIMESTAMPS:

00:00 Intro

01:34 Did The Fed Turn Too Hawkish?

08:10 The Stimulus Boom Is Fading

13:11 The Return Of Stagflation

21:06 Is The F...