Ann Berry

Ann Berry, Founder at Threadneedle, shares her expertise on US producer prices and market analysis. Leland Miller, CEO of China Beige Book, offers insights into China's economic challenges. They discuss the recent surge in PPI, particularly driven by egg prices due to avian flu, and the implications for Federal Reserve interest rate decisions. Ann highlights holiday retail trends amidst economic uncertainty, while Leland explores low domestic demand in China and the potential impact of international tariffs on its fragile economy.

George Ferguson, a senior aerospace analyst, discusses the critical wage deal negotiations at Boeing, highlighting a proposed 35% increase amid ongoing strikes. Phil Orlando shares his cautious market outlook, while Ned Lazarus analyzes the escalating tensions in the Mideast, emphasizing the need for diplomatic action. Tim O'Brien reflects on Trump's ongoing influence, and Chris Gadomski explores the future of nuclear energy, particularly the promise of Small Modular Reactors in the clean energy transition.

Carlos Casanova, a Senior Asia Economist at UBP, provides insights on China's manufacturing downturn and its ripple effects in regional markets. Ann Berry, Founder and Managing Partner at Threadneedle, discusses strategic investments needed for recovery amidst real estate struggles. Barbara Ann Bernard, Founder and CIO at Wincrest Capital, highlights reshoring trends and their implications for inflation and market strategies. The trio delves into opportunities in emerging markets, emphasizing a long-term investment outlook in a complex economic landscape.

Alison Williams discusses Jamie Dimon's Annual Letter and upcoming bank earnings. Ryan Fisher talks about EV charging companies turning a profit. Ann Berry shares market insights. Julie Fine discusses the solar eclipse. Topics include bank earnings, EV charging profitability, and market trends.

Bitcoin surges past $60,000 as experts discuss market outlook. Apple's shift away from electric vehicles impacts EV industry. U.S GDP data and politics analyzed. Insights on fixed income space and market trends. Challenges and future predictions for electric vehicle market. Economic factors, investment strategies, and market valuation concerns explored.