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.

Discussing US soft landing, Fed expectations, equity outlook, ETF research, and market headwinds with guests Bob Michele, Liz Young, and Eric Balchunas on the latest episode.

Bob Michele, JP Morgan Asset Management Global Head of Fixed Income says the Fed won't go to 5.75% - 6% rates. Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist says the earnings recession is over. Ed Mills, Raymond James Washington Policy Analyst weighs in on a looming government shutdown. Amrita Sen, Energy Aspects Co-Founder and Head of Research shares her outlook for oil prices.

Bob Michele, Global Head of Fixed Income at JP Morgan, shares insights on Fed rate cut expectations. Mike Pyle, former Deputy National Security Advisor, discusses his role in shaping economic policy during the Biden Administration. Mary Powell, CEO of Sunrun, highlights the urgent need for a revamped US electrical grid to support AI advancements and renewable energy. They explore the intricate interplay between monetary policy, economic trends, and the future of energy, providing listeners with thought-provoking perspectives on today’s economy.

Financial expert Bob Michele and market analyst Liz Young join the discussion on Alan Greenspan's silence, company guidance, and investment strategies. Insights on market updates and wealth management services are shared, along with the evolution of understanding the Federal Reserve's communication cues.