Eric Freedman, Chief Investment Officer at US Bank, shares insights on the risk of a reacceleration in the economy as the crucial payroll report approaches. Claudia Sahm, Chief Economist at New Century Advisors, forecasts further labor market softening and discusses the Fed's impending rate decision. Dana Telsey, CEO of Telsey Advisory Group, analyzes the consumer landscape, highlighting challenges for retailers amidst evolving spending behaviors. Together, they unpack the intricate dynamics of inflation, market vulnerabilities, and consumer confidence.

US Bank's Eric Freedman discusses the challenging equity market, favoring the equal-weight S&P 500. David Lebovitz of JP Morgan emphasizes supportive labor market data for easing. Former World Bank President David Malpass warns of a 'perfect storm' of economic issues for the next US president, citing prevailing uncertainty in the economy.