Jonathan Pingle

In this discussion, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, shares her insights on equity market trends and the potential impact of trade policies on investors. Jonathan Pingle, Chief US Economist at UBS, dives into the intricacies of the US economy, inflation, and how the Federal Reserve's policies may shift in response to economic pressures. They uncover the challenges of forecasting in a volatile market and emphasize the importance of clear tariff strategies in navigating the financial landscape.

Jonathan Pingle, Chief U.S. Economist at UBS, dives into the complex issues surrounding the U.S. national debt and its implications for investors. He shares insights on how inflation and fiscal responsibility shape economic policies. Historical comparisons reveal alarming debt growth and its potential risks. Pingle discusses looming tax challenges as the 2017 Tax Cuts and Jobs Act nears expiration and examines the effects of national debt on the treasury market. Optimism exists, but concerns over budget management and spending persist.

Guests from Oppenheimer, Societe Generale, UBS, and Pangaea Policy Advisory discuss market highs post-Fed decision, react to CPI data, and analyze Trump's DC meeting. Topics include inflation, equities forecast, financial success, insurance solutions, Fed's economic outlook, rate cutting cycle, retirement security, Biden vs. Trump policies, U.S. foreign policy, and potential changes.

Economists Jonathan Pingle, Steve Englander, and Michael Feroli discuss the Fed's rate cuts, inflation, and the possibility of a US recession post Jay Powell's presser. They analyze the challenges of tight monetary policy, inflation management, and the economic outlook. The conversation also touches on unilateral intervention in FX markets, financial planning simplicity, job market struggles, and experiences at pretentious events and Michelin-rated restaurants.

Guests Tony DeSpirito, Earl Davis, and Jonathan Pingle discuss stock picking opportunities, potential rise in US 10-yr yields, reactions to strong ADP labor data, and Fed rate decision preview. Topics include earnings estimates, treasury market impact, and economic outlook post Fed decision