Leading Wall Street forecaster and former White House Chief Economist Joe LaVorgna delivers his take on the front-page macroeconomic themes and outlook for the US market.

• The economy is set to boom, but where will there be bumps in the road to recovery?
• Inflation and the effect on investment activity.
• What to expect from capital flows: will there continue to be cash flow from private equity into hard assets?

Joseph LaVorgna

Chief Economist of the Americas, Natixis