Lindsey Piegza, Chief Economist at Stifel, dives into the intertwined fates of inflation and the U.S. economy, highlighting risks posed by global conflicts. Earl Davis, Head of Fixed Income at BMO, examines the bond market's volatile response to news from Ukraine, shedding light on the implications for investors. The conversation navigates the complexities of interest rates and consumer spending, making it clear that geopolitical tensions are reshaping financial landscapes. This discussion provides valuable insights for understanding current market dynamics.

Dan Ives, a senior equity analyst at Wedbush, shares his optimistic view on Nvidia’s earnings and long-term stock potential. Heidi Crebo-Rediker, an adjunct senior fellow at the Council on Foreign Relations, discusses the geopolitical implications and potential strategies under a Harris presidency. Earl Davis of BMO provides insights into the bond market's outlook amidst volatility. Together, they navigate the intersection of technology, international relations, and market dynamics with engaging perspectives.

Guests Tony DeSpirito, Earl Davis, and Jonathan Pingle discuss stock picking opportunities, potential rise in US 10-yr yields, reactions to strong ADP labor data, and Fed rate decision preview. Topics include earnings estimates, treasury market impact, and economic outlook post Fed decision

Holiday rally in equity market; latest in Israel-Hamas war; busy travel season amid uncertainty in airline industry; Fed unlikely to cut rates until after US election; chaotic week for OpenAI founder and Nvidia's earnings report

The podcast featured Torsten Slok, Apollo Global Management Chief Economist, discussing the Fed stepping harder on the brakes. Earl Davis, BMO Asset Management Head of Fixed Income & Money Markets, doesn't expect any Fed hikes next year. Pierre Ferragu, New Street Research Head of Global Technology Infrastructure, highlights China's dependence on Apple. Steven Major, HSBC Global Head Of Fixed Income Research, predicts sideways yields. Anna Ashton, Eurasia Group Director China Corporate Affairs and US-China, discusses the systemic China slowdown.