Aditya Bahave

In this insightful discussion, guests Stephanie Roth, an analyst at Wolfe Research, and Aditya Bahave, a Bank of America economist, dive into the implications of the recent Fed policy decisions on productivity and GDP revisions. Roth tackles the impact of higher productivity linked to AI, while Bahave shares forecasts about GDP and unemployment. BlackRock strategist Jeff Rosenberg adds depth by examining market reactions and balance-sheet operations. Together, they explore how these factors shape the economic landscape and what it might mean for future Fed actions.