Intro

- Jim Bullard, Business School Dean at Purdue University
- Joseph Amato, CIO: Equities at Neuberger Berman
- Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on Foreign Relations
- Claudia Sahm, Chief Economist at New Century Advisors

Jim Bullard, Business School Dean at Purdue University, looks ahead to the Fed decision and whether the Fed will signal that it will cut rates. Joseph Amato, CIO: Equities at Neuberger Berman, talks about how earnings from Big Tech companies can help propel the S&P rally. Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on Foreign Relations, discusses recent trade deals as the August 1st tariff deadline approaches. Claudia Sahm, Chief Economist at New Century Advisors, talks about trade, the Fed, and US labor health.

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