Eric Winograd

Steve Auth, CIO of Equities at Federated Hermes, questions if the AI boom signals a market bubble while projecting strong GDP growth. Eric Winograd, Chief U.S. Economist at AllianceBernstein, analyzes how recent jobs data indicates potential Fed cuts due to labor market shifts. Stephen Kim, Head of Housing Research at Evercore ISI, addresses the disappointing household formation rates and forecasts modest declines in housing prices, emphasizing that real estate dynamics are more influenced by life events than interest rate changes.