Liz Ann Sonders doesn't believe the economy justifies a Fed rate cut. Amanda Lynam discusses how private credit can now compete with banks. Libby Cantrill previews the fourth GOP debate. Elliot Ackerman provides insight on the Israel-Hamas war.

Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses the current landscape of corporate credit and bond market signals affecting future rates. Dan Ives, Senior Equity Analyst at Wedbush Securities, dives into Tesla's recent delivery issues and OpenAI's significant funding round. Sophia Drossos, Economist at Point72, analyzes new economic data and recent Federal Reserve discussions, tying these insights to labor market trends and their implications for consumer behavior.

Stephanie Roth, Chief Economist at Wolfe Research, shares her insights on the upcoming jobs report and the US economy's outlook. Amanda Lynam, from BlackRock, discusses the resilient corporate credit market amid slowing growth. Kate McShane of Goldman Sachs analyzes evolving consumer spending patterns and retail strategies, emphasizing inflation's impact. Lorenzo Simonelli, CEO of Baker Hughes, highlights growth opportunities in the energy sector for the latter half of 2024, focusing on market dynamics and production efficiency.

Tiffany Wilding, a Managing Director at PIMCO, Dana Telsey, CEO of Telsey Advisory Group, and Amanda Lynam, Head of Macro Credit Research at Blackrock, dive deep into the current economic landscape. They discuss retail sales growth and employment trends signaling stability while addressing consumer spending disparities. The conversation highlights innovative practices in beauty retail, the rising demand for sustainable products, and the contrasting strategies of companies, including Walmart and luxury brands. They also touch on the importance of adapting to consumer behaviors, particularly in China.

JPMorgan's Chief Economist discusses minimal private sector damage from higher interest rates. BlackRock's Head of Macro Credit Research notes hidden credit market discrimination. VW North America CEO emphasizes commitment to EV development in response to consumer demand.

Julian Emanuel says it's a market correction not an end to bull run. Amanda Lynam discusses early stages of distress cycle. William Lee talks about China needing a social safety net. Wendy Schiller discusses Gov. Ron DeSantis' position in GOP debate with Trump leading in polls.

Amanda Lynam, Head of Macro Credit Research at BlackRock, shares her expertise on how tariffs might spark retaliation across markets. Henrietta Treyz, Co-Founder of Veda Partners, challenges the notion that the stock market heavily influences presidential decisions. They delve into the complexities of monetary policy, inflation, and upcoming earnings from major retailers like Walmart and Target, highlighting the evolving landscape of consumer behavior and technology in retail.

Guests Amanda Lynam, Brad Stone, and James Stravridis discuss the markets, geopolitics, and Trump's re-election. Topics include BlackRock's credit outlook, Businessweek's Trump interview, and geopolitical concerns. Other topics cover market trends, consumer market analysis, Trump's economic plans, India's rise in power, and various miscellaneous topics like pickleball and Disney's retention strategy.

Market experts Rubeela Farooqi, Sarah Hunt, Amanda Lynam, and Mark Zandi discuss conflicting signals in job data, FED decisions impact on job numbers, inflation, and interest rates across sectors. They analyze last weeks jobs data and upcoming CPI and FED decisions, highlighting concerns over inflation, market worries, credit strength, and potential Fed interest rate cuts.

Amanda Lynam & Jim K. Glassman discuss rising rates, Fed policy normalization, risks in credit markets, Abercrombie and Fitch potential, limitations of Dow index, and alternative asset-weighted top 30 index.