Andrew Nocella

Neil Dutta, Head of US Economic Research at Renaissance Macro, discusses the market's expectations for interest rate cuts, highlighting potential shifts in economic recovery. Andrew Nocella, Chief Commercial Officer at United Airlines, shares insights on the airline's strategies and the partnership with JetBlue to strengthen New York operations. The conversation delves into CEO confidence trends, revealing a sharp decline while consumer confidence shows resilience. They also explore the economic implications of tariffs and the housing market's impact on broader financial stability.