Deepak Puri, CIO for the Americas at the Private bank discusses the outlook for interest rates, upgraded global growth forecasts, and upcoming US retail sales data. The podcast also covers central bank policy decisions in the UK, Switzerland, and Australia.

This podcast delves into the impact of corporate greed on inflation, analyzing data from the U.S. Bureau of Economic Analysis. They also discuss the state of the labor market post-Covid and Buzzfeed's earnings report after embracing AI technology last year.

Deepak Puri, the Chief Investment Officer for the Americas at the Private Bank, dives into crucial insights on interest rate cuts following recent economic data. He emphasizes how the rates market influences risky assets and discusses the rising significance of U.S. politics on market volatility. Puri also highlights incoming key reports, including Nvidia's earnings in AI and durable goods orders, indicating shifts in investor focus. Tune in for a thoughtful analysis of how these factors intertwine ahead of Labor Day.

Deepak Puri, Chief Investment Officer for the Americas, discusses the US economy's trajectory, potential rate cuts by the Fed, and the impact of political events on market volatility. He highlights the focus on big tech earnings growth and the importance of geopolitical considerations for investors.

Podcast discusses strong start for US equities, drivers behind it, latest PCE results affecting interest rates. Foresee a busy week for the US from economic and political standpoint. Exploration of surge in tech stocks, market exuberance risks, potential Fed rate cuts, upcoming events like US jobs report, GOP Super Tuesday, Bidenomics, climate change initiatives, infrastructure investments, and legal disclaimers.