John Koudounis predicts Fed cuts could spark US economic explosion

2 articles · Updated · Fox Business · May 4

The Calamos chief told Fox Business markets may stay volatile near term because of oil prices and Middle East tensions, but said strong earnings and consumer cash flow show underlying resilience.
He said easing inflation should allow interest rates to fall, helping energy markets stabilise and giving equities another strong leg higher despite current geopolitical uncertainty.
Koudounis also said the US economy can withstand the crisis and argued the backdrop into and beyond the midterm elections remains very positive for markets.

With consumers struggling and oil markets in turmoil, can strong corporate earnings alone prevent an economic downturn?

As geopolitical conflict chokes global oil supply, is the US economy truly resilient or facing a stagflationary shock?

Can the Federal Reserve justify interest rate cuts while both inflation and geopolitical risks are surging?