Emily Roland

Citi Chief US Economist doesn't expect US soft landing. Markets focused on Europe, China. Upcoming retail earnings from Walmart, Target. House behind the curve. Future of financial markets and disciplined risk management discussed. Impact of keeping interest rates for extended period explored. Mixed messages in the market and frustration over store closures. Complexities of US-China relations and impact of money on college football highlighted.

Gerard DiPippo, a senior geoeconomic analyst, discusses how a Harris or Trump victory could reshape global dynamics. Ian Bremmer, president of Eurasia Group, shares insights on the upcoming election's geopolitical threats. Billy House, a Congressional reporter, breaks down the fierce $10 billion battle for Congress. Finally, Emily Roland, co-chief investment strategist at John Hancock, offers a glimpse into how the market is reacting to the election, including the implications of the 'Trump trade.'

Tina Fordham, founder of Fordham Global Insights, discusses escalating tensions in Israel following significant assassinations and their historical context. Anurag Rana, a Senior Tech Analyst, analyzes Microsoft's robust earnings while contrasting it with the sluggish performance of small-cap stocks. Emily Roland, Co-Chief Investment Strategist, shares insights on market rotation and the potential for an S&P correction ahead of a critical Fed decision, along with the implications of low bond yields and investor sentiment.

Guests Emily Roland, Bob Diamond, Tom Porcelli, and Marilyn Watson discuss investing in mid-cap stocks, Federal Reserve risks, ADP jobs data, market dynamics, and strategies for adjusting investments. They also cover the Fed's interpretation of economic signals, managing portfolios in volatile markets, retirement security, ESG factors, and economic trends in the US.

Joe Feldman is a Senior Research Analyst at Telsey Advisory Group, offering keen insights into retail trends. Emily Roland, Co-Chief Investment Strategist at John Hancock, analyzes market strategies. They discuss Walmart's strong Q3 performance and its strategic shift to compete with Amazon. Feldman comments on the overall positive outlook for U.S. retail, while Roland cautions that market consensus can sometimes lead to unexpected turns. They also touch on potential tariff impacts and how retailers are adapting to new economic challenges.

Ivan Feinseth, Senior Partner and CIO at Tigress Financial Partners, joins Marilyn Waltson from BlackRock, Emily Roland from John Hancock, and Win Thin from Brown Brothers Harriman to dissect investor sentiment around Nvidia amid its recent challenges. They delve into the shifting dynamics of fixed income markets, influenced by Fed policies and geopolitical tensions. Additionally, insights on China’s economic slowdown highlight the need for Pacific Rim nations to pivot towards domestic consumption for sustained growth.

Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management, shares her insights on the market selloff as 2025 kicks off, discussing the anticipated choppiness ahead. Armin Papperger, Chairman at Rheinmetall AG, delves into the current state of the Ukraine conflict and its implications for defense strategies in Europe. Sonia Meskin, Economist at UBS, analyzes recent PPI data and its significance for inflation expectations. Together, they explore the complex interplay of global economics and geopolitical tensions shaping today's investment landscape.

Emily Roland, Co-Chief Investment Strategist at John Hancock, emphasizes staying invested but warns against overvaluation risks amidst global rate cuts. Kamakshya Trivedi from Goldman Sachs discusses the dollar's limits in depreciation and the dynamics of the foreign exchange market. Meanwhile, Lord John Browne, former CEO of BP, examines the future of the energy sector as the Three Mile Island nuclear plant reopens, highlighting the intersection of AI, energy demands, and climate solutions.

Tracey Campbell, Executive VP of Sustainability at LyondellBasell, dives into the petrochemical market's challenges and sustainability goals. Emily Roland, Co-Chief Investment Strategist at John Hancock, offers insights on the Federal Reserve’s impact and investment strategies amid market shifts. Geetha Ranganathan, a Bloomberg Intelligence analyst, discusses the Warner Bros. Discovery-Charter deal, as well as trends in luxury real estate and ad spending in entertainment. Together, they explore the economic landscape and the importance of strategic adaptation for resilience.

Katy Kaminski, Chief Research Strategist at AlphaSimplex, shares her insights on market trends, anticipating equity volatility as interest rates loom. Emily Roland, co-chief investment strategist at John Hancock Investment Management, discusses possible interest rate cuts and the tensions surrounding inflation. They also touch on the tech landscape, including major players like Apple and Nvidia, and the ongoing AI developments that are reshaping industries. Overall, the conversation balances caution with optimism amid changing economic conditions.