Why mortgage rates affect shelter inflation and inventory

• Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock
• Sarah House, Senior Economist at Wells Fargo
• Jon Lieber, Managing Director: US at The Eurasia Group
• Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments 

Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, discusses the US inflation picture and the Federal Reserve’s path ahead. Sarah House, Senior Economist at Wells Fargo, explains how the labor market is holding together amid the lack of economic data. Jon Lieber, Managing Director: US at The Eurasia Group, discusses what’s next in Washington as the House returns to vote on a shutdown resolution. Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments, examines how concerns around AI and big tech are weighing on equity markets.

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