Jim Craige

Co-Chief Investment Officer & Head of Emerging Markets at Stone Harbor Investment Partners. He provides market views on US inflation and the labor market.

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Sep 12, 2025 • 19min

Global Equity Rally Continues After US CPI Print

Jim Craige, Co-Chief Investment Officer at Stone Harbor Investment Partners, shares insights on US inflation trends and labor market shifts, emphasizing potential Federal Reserve interest rate cuts. Jun Bei Liu, Co-Founder of Ten Cap, discusses the Asian equity rally, highlighting how favorable US economic indicators are positively affecting the region. Both guests delve into the impact of AI on job demand and the evolving dynamics of emerging markets, providing a dynamic view of global investment strategies.

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