Decoding Market Uncertainty & the New Macro Environment
In this session, Richard will spend an hour unpacking the evolving global macroeconomic landscape, with a special focus on policy shifts, market reactions, and structural changes shaping the current and imminent economic cycle. He'll offer timely analysis on how businesses and investors can navigate rising uncertainty and long-term shifts underway in the economy.
A few discrete topics that Richard will cover include:
- What President Trump hopes to achieve with new tariffs, and whether those efforts are working
- What the latest economic data reveals about the economy’s reaction to current policies
- How the Federal Reserve is responding, and the role it can (and can't) play moving forward
- The structural regime shift underway in inflation
- The transition from an asset-light to a more capital-heavy economic model
The goal is for attendees to leave the session with a clearer understanding of the key macro trends driving markets today and the structural shifts that could define the decade ahead, including how it’ll directly and indirectly impact software scale-ups.
Richard de Chazal is a decorated macroeconomic analyst with over two decades of experience at William Blair, where he has played a pivotal role in shaping the firm’s understanding of U.S. and global economic trends. Since joining William Blair in 2001, Richard has provided in-depth, real-time analysis of high-frequency economic indicators, Federal Reserve policy, and financial market dynamics. He is widely recognized for his Economics Weekly reports (link), which deliver comprehensive commentary on key macroeconomic topics and have become a valued resource for both institutional and retail clients. Check out his two (2) most recent reports: (i) Special Report on Liberation Day Tariff Announcements and (ii) Monthly Macro Podcast (Mar-25).
Before joining William Blair, Richard held roles at PaineWebber International and UBS Warburg, where he worked across global investment strategy and economic research. His experience spans institutional and retail markets, making him uniquely positioned to help decode today’s complex macro environment.
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