Weaker Labor Markets Drive a Rate Cut (With Freya Beamish)

Kathy Jones and Liz Ann Sonders analyze the market reactions to this week's quarter-point Fed rate cut. They also look at the implications of the lower rate for the broader market, the particular dynamics of the Federal Reserve's economic projections, and the current state of the labor market. 

Then, Freya Beamish, chief economist for TS Lombard, joins Liz Ann in a discussion focused on tariffs and labor market conditions. She emphasizes the complexities of the labor market, particularly in relation to immigration and job creation. The discussion also touches on the legal aspects of tariffs and the potential reactions from the Federal Reserve. Beamish concludes with an optimistic outlook on productivity growth and the influence of AI on the economy.

Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.

You can keep up with Freya Beamish and follow her podcast Perkins Vs Beamish.

On Investing is an original podcast from Charles Schwab. 

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