Rob Haworth, Senior Investment Strategy Director at U.S. Bank, shares insights on market strategies, discussing inflation trends and the importance of closely watching PCE data. He warns about elevated AI valuations linked to strong forecasts from companies like Micron Technology. Meanwhile, John Authors, a Bloomberg Opinion columnist, dives into Fed messaging, suggesting the likelihood of an October rate cut while analyzing the global trade impacts of U.S. tariffs, especially regarding China. Their conversation unveils crucial insights about market dynamics amidst mixed signals from the Fed.
