Market Conditions and Tariff Implications

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- Kevin Gordon, Charles Schwab Senior Investment Strategist
- David Kelly, JPMorgan Asset Management Chief Global Strategist
- Neel Kashkari, Minneapolis Fed President

Kevin Gordon of Charles Schwab says the economic environment 'could not be more different' between Donald Trump's first and second terms as President. David Kelly of JPMorgan reacts to October CPI data, saying a December Fed rate cut is still on the table despite markets stopping short of pricing-in the amount of further cuts in the Fed's dot plot next year. Minneapolis Fed President Neel Kashkari discusses inflation, housing, and the labor market, as well as his expectations for the Fed and the economy heading into Trump's second term.

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