Danny Kessler

Danny Kessler, an Asset Allocation Strategist focusing on economic data, discusses recent market trends and their implications for the Federal Reserve. He highlights how recent inflation data, including changes in shelter prices, could influence interest rate cuts. The conversation dives into the effects of economic fluctuations, such as hurricanes on unemployment, and the market's reaction to these events. Kessler also previews upcoming data releases that could reshape monetary policy and key market dynamics in the near future.

Danny Kessler, an Asset Allocation Strategist for the Americas at UBS Chief Investment Office, shares his insights on the latest corporate earnings and economic trends. He discusses how large-cap companies are faring against market expectations during Q2. Kessler also delves into recent economic data, highlighting surprising GDP growth and decreasing jobless claims. He points to an optimistic economic outlook despite market fluctuations and offers a sneak peek into labor reports that could shape future trends.

This week's podcast discusses the recent Federal Reserve meeting outcomes, future rate cut projections, and global central bank activities. It also previews upcoming economic data releases and decisions by central banks, including the Swiss National Bank, Bank of England, and Reserve Bank of Australia.