Drew Mattis

Dan Greenhouse, Principal at Solace Alternative Asset Management, dives into the key market drivers for 2026, including AI demand and consumer resilience. He highlights the critical link between Fed policy and AI growth, suggesting that while markets may react to Fed moves, AI's potential is a larger force. Drew Mattis from MetLife adds insights on credit risk and the importance of portfolio positioning. Together, they explore the implications for investors and the evolving landscape shaped by consumer spending and technological advancements.

Mahir Mysore, a partner at McKinsey & Company and supply-chain expert, highlights how AI is reshaping tariff management and enhancing resilience in businesses. Drew Mattis, managing director at MetLife Investment Management, discusses current market behavior and economic trends. They explore the U.S. Department of Agriculture’s $16 billion aid package for farmers affected by natural disasters, while also addressing the ongoing calculations for tariff-related assistance. The conversation dives into AI's role in automating tariff processes and the need for skilled professionals to enhance its effectiveness.

Drew Mattis, an economist at MetLife and a CNBC commentator, dives into the shifting financial landscape of high earners. He highlights that despite their substantial incomes, expectations are deteriorating, particularly among the wealthiest. This shift may lead affluent consumers to start seeking deals, which is a surprising turn for this group. As consumer spending shows signs of weakening, Mattis warns of potential challenges heading into the new year, suggesting a shift in the spending habits of even the upper crust.