What Consumer Discretionary Needs to Recover

• Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management 
• Stephanie Roth, Chief Economist at Wolfe Research 
• Kay Herr, CIO: US GFICC at JPMorgan Asset Management 
• Rep. French Hill, Chairman of the House Financial Services Committee 

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, discusses whether the resilient US consumer can sustain growth as credit stress mounts. Stephanie Roth, Chief Economist at Wolfe Research, gives her assessment of the US economy ahead of Thursday’s jobs report. Kay Herr, CIO: US GFICC at JPMorgan Asset Management, discusses the Fed’s hawkish tone and how limited data may shape the December meeting. Rep. French Hill, Chairman of the House Financial Services Committee, talks potential tariff dividend checks and the state of play in post-shutdown Washington.

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