Claudia Sahm, Chief Economist at New Century Advisors and creator of the 'Sahm rule', joins Bill Dudley, former President of the Federal Reserve Bank of New York, to tackle pressing economic concerns. They dissect rising unemployment rates and their implications for recession fears. The duo debates the complexities of economic indicators and the Fed's role in navigating potential downturns. Will current policies push the economy towards a recession, or are there signs of resilience? Their insights challenge conventional thinking and call for cautious interpretation of labor market trends.

Bill Dudley, former president of the Federal Reserve Bank of NY, discusses the impact of interest rates on real estate, his career journey, market pricing, the importance of Fed independence, 2% inflation target rationale, cyber preparedness, shortcomings of owners equivalent rent, and TV streaming preferences.

Bob Michele from JPMorgan Asset Management suggests Fed may need to push the economy into recession before cutting rates. Bill Dudley criticizes the Fed's proposal to increase capital requirements for major banks. Greg Boutle explains why he abandoned his 11% drop prediction for the S&P. Francisco Blanch sees Brent Crude at $90 next year. Bhakti Hansoti compares Covid to the flu.

Former NY Fed President Bill Dudley warns that the market may be getting ahead of itself after Fed Chair Powell's optimistic outlook. JP Morgan Asset Management Portfolio Manager Priya Misra believes markets are not pricing in the chance of Fed cuts below 3%. TPW Advisory Principal Jay Pelosky predicts a rate cutting cycle in 2024. US Marine Corps Veteran Elliot Ackerman provides an update on the Israel-Hamas war. Kevin Book, Clearview Energy Partners Co-Founder, discusses the impacts of ongoing attacks on commercial vessels in the Red Sea.

Bill Dudley, a Bloomberg Opinion columnist and former president of the Federal Reserve Bank of New York, shares his insights on how President-elect Trump might shape the Fed's future. He discusses the potential economic impacts, including inflation concerns stemming from Trump's policies. The conversation delves into market volatility, evolving expectations of the federal funds rate, and the Fed's need to maintain independence amid political pressure. Dudley also highlights the importance of data-driven decisions as the Fed navigates an uncertain economic landscape.

Adam Posen, President of the Peterson Institute, shares insights on the potential for a recession in the U.S. while Lindsey Piegza, Chief Economist at Stifel, analyzes recent jobless claims and upcoming payroll data. Bill Dudley, a former NY Fed President, admits his prediction of a hard landing was wrong. They discuss how current labor market trends challenge recession fears and the Federal Reserve's policy decisions, alongside the political implications of economic data heading into the elections.

Bill Dudley, a Bloomberg Opinion Columnist known for his economic insights, shares his predictions on the U.S. economy and reassesses his past forecasts. He discusses the surprising resilience of the economy despite challenges. Dudley dives into how pandemic-era measures have reshaped household finances and the complexities of recession indicators. He also explores the implications of payroll data on Federal Reserve decisions and the uncertain economic landscape influenced by political shifts and inflation. Tune in for his expert take!

Bill Dudley, former President of the New York Federal Reserve and Bloomberg Opinion columnist, dives into pressing issues surrounding central banking. He advocates for a 50 basis point interest rate cut and discusses the Fed's complex balancing act between price stability and employment. Dudley highlights the communication challenges faced by the Fed, particularly in light of rising inflation and the uneven impacts of monetary policy on low-income households. He also critiques how current strategies often overlook the financial needs of everyday workers.

In this engaging discussion, Bill Dudley, a key voice in economic policy, dives into the current bond market dynamics and the recent drop in yields. He highlights the Federal Reserve's uncertainty about interest rate cuts and the resulting market sentiment. Dudley also analyzes the shifting expectations around interest rates, considering a potential hike. With a focus on the implications for low and middle-income workers, he critiques the Fed's communication tactics and shares insights on future investment strategies.

Bill Dudley, former NY Fed Bank president, shares insights on a potential 50 basis point rate cut by the Fed. Henrietta Treyz, managing partner at Veda Partners, dives into the chaos surrounding the presidential race, including a recent assassination attempt on Donald Trump. Lori Calvasina from RBC Capital Markets discusses the equity landscape for 2024, focusing on the impacts of Fed easing amid political volatility. The trio explores how these economic indicators and political events are intricately linked, shaping market dynamics.