Thursday, April 9, 2026 - 10:00AM to 11:00AM
The relatively closed US economy is arguably the best positioned to weather disruption stemming from the Iran war. Yet even it finds itself at an awkward juncture. As high-income households generally thrive in an environment of technological disruption and high asset prices, those in the middle and lower end are struggling due to financial strain and inflation. Will and Kai Xian will explore the balance of these forces, the impacts of the war and concerns around big outflows from the private credit sector and what that means for credit transmission in the economy.
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