Alonso Munoz

Alonso Munoz, Chief Investment Officer at Hamilton Capital Partners, discusses the impressive 3.3% growth of the U.S. economy and its influence on Fed policy. He highlights upcoming PCE data and its implications for inflation expectations. Raj Singh, Multi-Asset Portfolio Manager at Principal Asset Management, shares insights on global market reactions, including Japan and South Korea's performances. They dive into the potential impacts of U.S. inflation data on worldwide markets and the ongoing complexities facing investors amidst mixed economic signals.

Guests include Gautam Mukunda, a Yale lecturer and political analyst, who dives into Trump's influence on GOP dynamics and midterm voter impacts. Alonso Munoz, Hamilton Capital's CIO, discusses the 2026 market outlook with a focus on AI and precious metals. Dan Ives, a tech expert from Wedbush, forecasts a vibrant year for AI and explores competition in the chip sector. Lastly, Patrick Murphy, a geopolitical advisor, reveals how global tensions shape market behaviors and supply chains.