

Surveillance: Fed Cuts with Luzzetti
Sep 28, 2023
Matthew Luzzetti predicts Fed rate cuts next year, Dan Ives says bears got it wrong on Apple. Amanda Lynam expects a higher-for-longer environment. Rep. Bryan Steil points out the broken DC system they are working on. Also discussed: consumer weakening, labor market, return of bonds, iPhone demand, time management with Watson X, workers' fight for higher wages, ideological shift in the GOP.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
The Current State of the Labor Market
01:59 • 5min
Return of Bonds and Credit, Introduction to Pgim Fixed Income Podcast, and Interview with Dan Hives of Wetbush
07:15 • 2min
Discussion on iPhone Overheating and Demand for the New iPhone
08:54 • 2min
The Current State of iPhone Production and Demand
10:29 • 14min
Time Management and Productivity with Watson X Orchestrate
24:29 • 2min
Workers Fight for Higher Wages and Government Shutdown Looms
26:31 • 3min
Shifting Ideology and Aspirational Leadership in the GOP
29:38 • 3min