David Bellinger

Dan Letter, President of Prologis, discusses the booming industrial real estate market and the strategic push into data centers amid AI demand. David Bellinger, a Senior Consumer Analyst at Mizuho, shares insights on Walmart’s partnership with OpenAI and the emerging concept of agentic commerce, aimed at revolutionizing e-commerce. Michael McKee analyzes the Beige Book's findings, indicating slowed consumer spending and hiring trends while highlighting challenges for the Fed in navigating inflation and labor shortages.