Andrew Hollenhorst

Alexander Altmann, Global Head of Equities Tactical Strategies at Barclays, delves into the ongoing bull run in equities and anticipated performance for the second half of the year. Samuel Zief, Head of Global FX Strategy at JPMorgan, shares insights on the weakening US dollar and potential bullish cases for it. Additionally, Andrew Hollenhorst, Chief US Economist at Citi, discusses the intricacies of US inflation, labor market conditions, and the evolving Fed policy outlook. The conversation explores various market dynamics and investor sentiment influencing today's economy.

Rep. French Hill discusses GOP losing their way tactically. Gene Tannuzzo warns of a steepening that should concern investors. Andrew Hollenhorst explains the Fed's intentions with higher 10-year yields. Chris Marinac doesn't expect big bank failures. Jennifer Flitton suggests a government shutdown is possible on Nov 17th.

Heidi Crebo-Rediker, an expert on trade policy at the Council on Foreign Relations, emphasizes the centrality of tariffs in a potential Trump administration. Tobin Marcus from Wolfe Research discusses how the Democratic Party's values seem disconnected from the electorate. Andrew Hollenhorst, Citi's Chief US Economist, notes the Federal Reserve's readiness for rate cuts amidst economic uncertainties. The trio navigates the intricate links between politics, economic policies, and voter dissatisfaction, particularly in the wake of rising inflation and changing labor market dynamics.

Citi Chief US Economist doesn't expect US soft landing. Markets focused on Europe, China. Upcoming retail earnings from Walmart, Target. House behind the curve. Future of financial markets and disciplined risk management discussed. Impact of keeping interest rates for extended period explored. Mixed messages in the market and frustration over store closures. Complexities of US-China relations and impact of money on college football highlighted.

Claudia Sahm, a chief economist at New Century Advisors with a background at the Federal Reserve, emphasizes the importance of calm amidst recession fears and the activation of the 'Sahm rule.' Sarah Hunt from Alpine Saxon Woods shares insights on trader behavior during market sell-offs and the Fed's rate-cutting trajectory. Andrew Hollenhorst of Citi and Stephen Stanley from Santander debate the urgency of rate reductions, exploring complex factors influencing economic health and Federal Reserve decisions in a shifting landscape.

Andrew Hollenhorst, Chief US Economist at Citi, shares insights on labor market concerns and the trajectory of interest rates amid recent job data. Henrietta Treyz, Managing Partner at Veda Partners, previews the high-stakes debate between Kamala Harris and Donald Trump, discussing strategies aimed at attracting key voter demographics. Republican Representative French Hill analyzes the evolving dynamics in the political landscape, emphasizing the candidates' approaches to immigration and economic challenges as they prepare for a critical moment in the campaign.

Andrew Hollenhorst brings his financial acumen to discuss the effects of interest rate changes on the real economy. French Hill energizes the conversation with insights on the upcoming political debate, scrutinizing candidates' messaging. Jurrien Timmer reflects on the market's response to recent jobs reports and emphasizes the importance of strategic partnerships in driving business success. Together, they paint a vivid picture of the current economic landscape and the technological innovations shaping it.

Citi's economist discusses Fed's interest rate decisions. Bank of America predicts a soft landing post high rates. Moderna CEO talks about better-than-expected earnings and RSV vaccine development.

Citi's Andrew Hollenhorst discusses potential Fed rate cuts, while Julian Emanuel notes 'zone of exuberance' in equity market. Israel's Ron Dermer emphasizes Israel's commitment in Gaza. Topics cover inflation concerns, market behavior, and economic indicators in the US.

Citi Chief US Economist expects the Fed to pause in September. Oppenheimer Asset Management Chief Investment Strategist predicts S&P to finish the year at 4,900. Newedge Wealth Chief Investment Officer sees no evidence of an imminent recession. UBS's record breaking profit is discussed. Red Bull Racing F1 Driver looks ahead to the Monza Grand Prix.