Eric Basmajian is an economic analyst providing analysis on macroeconomic trends both domestically and globally. With a degree in economics and experience at a quantitative hedge fund, he has developed a unique methodology to forecast major economic inflection points and translate that research into a complete investment framework. Blending a diverse background in economics and experience with quantitative analysis, Mr. Basmajian developed unique methods to identify the most powerful economic forces and the resulting impact on asset prices.
Eric Basmajian of EPB Macro Research will assess the level of recession risk in the US economy using a proven process of leading economic indicators.
Join Eric Basmajian for a long-term and short-term view on the macroeconomic factors that influence interest rates. Will the 40-year decline in interest rates continue or is the US economy on the cusp of a secular rise in bond yields? Mr. Basmajian will present his secular and cyclical economic framework and a forecast for interest rates over the coming quarters.
In order to avoid the economic pain caused by Covid-19, government budget deficits exploded around the world. While it may appear inconsequential, rising debt loads in both the public and private sectors will result in weaker economic growth, lower rates of inflation, and long-term interest rates that fall towards 0%.