Bola Okunade

Bola Okunade

Associate, Global Macro, Balance Sheet and Risk

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DEC 31, 1969

Thoughts from the Road: Keeping Perspectives

Thoughts from the Road: Keeping Perspectives

When I last visited Aidan Corcoran and Bola Okunade in London back in May, we left the various meetings we organized there with a decidedly more cautious outlook for the global economy, Europe in particular (see our note Thoughts From the Road, May 2022). While we are again trimming our growth forecasts and raising our infl...

DEC 31, 1969

Thoughts from the Road: Walk, Don’t Run

Thoughts from the Road: Walk, Don’t Run

I recently spent time in London with Aidan Corcoran and Bola Okunade. This was my second visit to the United Kingdom since COVID, and I left decidedly more cautious on the global economy, Europe and Great Britain in particular. Fueling my conservatism about growth were a series of meetings we hosted with leading macro profe...