Heidi Crebo-Rediker

In a dynamic conversation, Joe Davis, Chief Economist at Vanguard, shares insights on AI's potential to boost growth and the Fed's balancing act between inflation and employment. Heidi Crebo-Rediker, from the Council on Foreign Relations, discusses the recent U.S.-China trade relations and long-term strategic issues like tech ambitions and rare earths. Adam Farstrup from Schroders highlights the importance of active stock selection amid market concentration, while Meghan Robson of BNP Paribas explains the current state of credit markets and the tactical opportunities in high yield.

Jay Hatfield, CEO at Infrastructure Capital Management, shares his bullish S&P outlook and discusses potential economic growth under a Republican sweep. Heidi Crebo-Rediker, an expert in foreign policy, examines the implications of unilateral policies during a second Trump term. Together, they tackle the complex interplay of tariff policies and the strength of the U.S. dollar, the geopolitical challenges affecting investment strategies, and the evolving landscape of corporate tax rates impacting market dynamics.

Heidi Crebo-Rediker, an expert on trade policy at the Council on Foreign Relations, emphasizes the centrality of tariffs in a potential Trump administration. Tobin Marcus from Wolfe Research discusses how the Democratic Party's values seem disconnected from the electorate. Andrew Hollenhorst, Citi's Chief US Economist, notes the Federal Reserve's readiness for rate cuts amidst economic uncertainties. The trio navigates the intricate links between politics, economic policies, and voter dissatisfaction, particularly in the wake of rising inflation and changing labor market dynamics.

Jeff Kleintop, Chief Global Investment Strategist at Charles Schwab, discusses how France's political instability could reshape European economic conditions. He anticipates shifts in investment strategies for 2025, emphasizing the allure of European markets as U.S. and China face challenges. Heidi Crebo-Rediker, from the Council on Foreign Relations, analyzes the impact of the incoming Trump administration on U.S. foreign relations, particularly with allies and tariffs that could complicate international trade.

Heidi Crebo-Rediker, formerly the State Department's Chief Economist and now an Adjunct Sr Fellow at the Council on Foreign Relations, discusses the critical role of voter turnout in the upcoming election. Seth Carpenter, Chief Global Economist at Morgan Stanley, outlines how key policies on tariffs, immigration, and fiscal matters will hinge on election results. Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs, shares insights on rising opportunities in fixed income amid the market's uncertainties.