President of Global Investment Companies, Donnelley Financial Soltns
Search every verified Eric Johnson interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Eric Johnson, President of Global Investment Companies at Donnelley Financial Solutions, has appeared in media discussing the economy and investing. In a September 2024 interview, Johnson stated that the consumer is "strong but weakening," citing a declining savings rate and high prices as pressures. He said he cares most that "tightening is over" and that the Federal Reserve is unlikely to raise rates again, adding that an easing environment over the next few years would be a "good backdrop for risk assets." Johnson also noted that many corporations and households locked in low debt before rates rose, which has helped sustain spending. Johnson has also spoken on leadership and entrepreneurship. At a 2023 conference, he argued that leaders must "grow in intelligence and compassion" and avoid offering "one-dimensional answers." In a separate podcast, he said a startup's success hinges on the CEO's ability to focus, multitask, and pivot, and that startups typically fail when they run out of money due to a loss of investor confidence in leadership. Earlier in his career, Johnson presented research on financial decision-making among the elderly, finding that older adults compensate for declining "fluid intelligence" with increased "crystallized intelligence" and often perform as well as younger people on decision-making tasks.
“I care most that tightening is over. The conversation that the Fed might have to raise rates again, I am not in that camp. When the market was pricing in six cuts, it was a little out of whack with where the Fed was going to be. We're getting closer to alignment.”
“Many corporations readjusted their debt before rates went up in 2022. Many households have mortgages under 4% while wages keep going up and the consumer is still strong, that's how we're able to get through this period.”
“I think the consumer is strong but the consumer is also weakening. If you look at savings rate, right, savings rate is 3.5%. Still high, but it's close to the lows since the pandemic. High prices are still eating at the consumer.”
“Debt as a percentage of income, yes, it's low and near all-time lows. But I know people getting something in the mail that says, hi, by the way, we just raised your credit card APR to 24%.”
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