Constance Hunter

Constance Hunter, Chief Economist at EIU, discusses the increasing pressures on the U.S. labor market and predictions of a potential rate cut by the Fed. Anna Wong, from Bloomberg Economics, raises concerns that the U.S. might already be in a recession, pointing to downward job revisions. Heath Terry, Citi’s tech head, shares insights on AI investing and the critical role data centers play in technology trends. Together, they explore the intricate connections between economic indicators, market behavior, and emerging technologies.

Constance Hunter, Chief Economist at EIU, shares her insights on inflation trends and the labor market's current state. Rebecca Patterson, former Chief Investment Strategist at Bridgewater, delves into how market trends are unfolding amidst economic uncertainty. Huw van Steenis from Oliver Wyman discusses the outlook for private credit and the evolving banking landscape. The trio also tackles significant topics including the credibility of U.S. inflation data and the geopolitical tensions surrounding Ukraine, emphasizing their impact on global economic dynamics.

Ellen Zentner, Chief Economic Strategist at Morgan Stanley, shares insights on the latest jobs report and its impact on consumer spending. Ira Jersey discusses interest rate dynamics crucial for the fixed income market, while Constance Hunter addresses global economic challenges, including youth unemployment. Joe Mathieu connects political headlines with economic trends. The conversation dives into the relationship between labor dynamics and technological advancements, revealing complexities in the U.S. economic landscape.