Blerina Uruci

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, analyzes the sustainability of the equity rally and shares his S&P 500 targets. He dives into the market dynamics amid tariff uncertainties. On the other hand, Blerina Uruci, Chief US Economist at T. Rowe Price, provides her outlook on the US economy, discussing recent data and the implications for inflation and interest rates. Their insights reveal the intricate links between market trends, economic indicators, and future expectations.

Ian Lyngen, head of US Rates Strategy at BMO, predicts a potential 50bps cut from the Fed to front-load the process. Matt Miskin, Co-Chief Investment Strategist at John Hancock, discusses how the cutting cycle may end with lower numbers for the 10-year and Fed funds rates. Blerina Uruci, Chief US Economist at T. Rowe Price, expresses skepticism about the sustainability of disinflation in goods. The conversation dives into the implications of these potential cuts on the economy and market strategies.

Experts like Katrina Dudley and Neil Dutta predict a rate cut, with Dudley leaning towards 2025 due to politics. Hear views on risks and a potential soft landing trajectory from Jason Draho and Blerina Uruci. Explore topics on retirement support, market resilience, Fed policy rates, unemployment rate, and inflation analysis in this insightful podcast.