Exploring AI Investments and Federal Reserve Expectations

- Steve Chiavarone, Head of Multi-Asset Solutions, Federated Hermes
- Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management
- Lydia Boussour, Senior Economist, EY

Steve Chiavarone of Federated Hermes says, "we are underestimating the growth that's going to come from the policies and overestimating the inflation," about the incoming Trump administration. Kelsey Berro of JPMorgan warns despite labor market resilience, "the unemployment rate is actually creeping higher." Lydia Boussour of EY is expecting a "more business-friendly environment" next year.

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