Seema Shah

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Seema Shah, mentioned 18 times across podcast episodes and expert conversations analyzed by Sonic.

What Seema Shah has said

Principal Asset Management believes that structural drivers, particularly CapEx buildout, will prevent inflation from returning to target in the near term.

neutral·Sima Shah

Principal Asset Management forecasts that US headline CPI will be around 4.2% by the end of the year.

neutral·Sima Shah

Principal Asset Management predicts that US inflation will continue to decline through 2027 but will remain above the 2% target.

neutral·Sima Shah

Principal Asset Management believes that structural drivers, particularly CapEx buildout, will prevent inflation from returning to target in the near term.

Expert perspectiveSima ShahJun 22

Principal Asset Management forecasts that US headline CPI will be around 4.2% by the end of the year.

Expert perspectiveSima ShahJun 22

Principal Asset Management predicts that US inflation will continue to decline through 2027 but will remain above the 2% target.

Expert perspectiveSima ShahJun 22

Principal Asset Management predicts that Federal Reserve policy could undergo meaningful changes towards the end of the year, driven by the outcomes of its task forces.

Expert perspectiveSima ShahJun 22

The question of whether artificial intelligence will be an inflationary or disinflationary force is a key uncertainty that investors and central banks are currently grappling with.

Expert perspectiveSeema ShahMay 14

Central banks, including the Federal Reserve and the Bank of England, have become highly responsive to incoming economic data, which increases the risk of policy errors.

Expert perspectiveSeema ShahMay 14

Seema Shah believes the most likely near-term policy for the Federal Reserve is to keep interest rates on hold.

Expert perspectiveSeema ShahMay 14

The U.S. economy remains strong, with recent labor market, consumer inflation, and producer inflation data all surprising to the upside.

Expert perspectiveSeema ShahMay 14

The U.S. economy is outperforming expectations, while economies in Europe and Asia are more exposed to the negative impacts of geopolitical conflicts.

Expert perspectiveSeema ShahMay 14

In Kenya, material costs increased by 30% in a single month due to supply shortages related to geopolitical conflicts.

Expert perspectiveSeema ShahMay 6

Principal Asset Management predicts that if a Middle East ceasefire fails and oil prices rise to $125 per barrel, U.S. headline inflation could reach 6%.

Expert perspectiveSeema ShahMay 6

The top 20% of income-earning households in the U.S. hold almost 90% of corporate equities, both directly and indirectly.

Expert perspectiveSeema ShahMay 6

Parts of India are already experiencing fuel shortages due to global supply chain disruptions.

Expert perspectiveSeema ShahMay 6

Seema Shah asserts that a U.S. recession is unlikely due to the strong balance sheets of households and corporations, even with oil prices at $100 per barrel.

Expert perspectiveSeema ShahMay 6

The Principal Well-being Index, which surveys over 1,000 companies, indicates a sharp rise in economic anxiety among small businesses.

Official sourceSeema ShahMay 6

Seema Shah predicts a potential divergence in global monetary policy where the European Central Bank and the Bank of England could raise interest rates while the U.S. Federal Reserve remains on hold.

Expert perspectiveSeema ShahMay 6

Seema Shah believes that a significant market correction would be the catalyst for a broader economic crisis in the U.S. due to the high concentration of wealth in equities.

Expert perspectiveSeema ShahMay 6

The top 20% of income-earning households in the U.S. account for approximately 80% of the nation's net wealth.

Expert perspectiveSeema ShahMay 6

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