Fed timing, rate cut rationale and Powell on AI

• Peter Tchir, Head of Macro Strategy at Academy Securities 
• Yelena Shulyatyeva, Senior US Economist at The Conference Board 
• Jason Bazinet, Global Head of Media and Entertainment at Citi 
• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab 

Peter Tchir, Head of Macro Strategy at Academy Securities, breaks down the latest market action with global stocks as a selloff in technology shares dragged global gauges from the brink of record highs. Yelena Shulyatyeva, Senior US Economist at The Conference Board, gives her outlook for upcoming year-end US eco data. Jason Bazinet, Global Head of Media and Entertainment at Citi, joins to discuss the Disney-OpenAI deal and what it means for the entertainment industry going forward. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives her assessment of the macro environment heading into 2026.

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