Spooky Season Recession

Summary

In this week’s episode of CreditSights’ “Know More. Risk Better.” podcast, host Winnie Cisar welcomes Cedric Chehab, Chief Economist for BMI. Cedric shares his perspective on the U.S. economy in 2025 and discusses the potential impacts of the upcoming U.S. presidential election. The conversation covers key economic indicators such as the yield curve and labor market trends, compares today’s economy to the 1990s, explores various types of recessions, and addresses the U.S. fiscal deficit and government debt. Tune in for expert analysis and actionable insights into the fixed income markets.

 

Winnie Cisar
Global Head of Strategy at CreditSights

Cedric Chehab 
Chief Economist at BMI 

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