Julia Coronado

Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, shares her revised outlook on US equities, reflecting a drop in GDP targets and a predicted 10% upside for the S&P 500. Mike Green, Chief Investment Strategist at Simplify Asset Management, discusses navigating equity market corrections and the growing trend of investors leaning toward active management. Julia Coronado, founder of MacroPolicy Perspectives, addresses how tariff uncertainties could slow the US economy, while Julie Norman, a terrorism expert, highlights evolving geopolitical dynamics in the Middle East.

Kelly Ann Shaw, a partner at Hogan Lovells US, discusses the potential market reactions to President Trump's tariff plan. Binky Chadha from Deutsche Bank offers insights on the uncertain impacts of tariffs on equities, pondering if they can recover from correction territory. Julia Coronado, a macroeconomic expert, explores the broader outlook for the U.S. economy and inflation amidst these developments. Together, they dissect the complex interplay of trade policies, market confidence, and economic indicators in a tumultuous landscape.

Julia Coronado, Founder and CEO of Macro Policy Perspectives and Clinical Associate Professor at the University of Texas, discusses the lagging effects of recent Federal Reserve rate hikes on the economy. She highlights that the pain from these hikes is yet to be fully felt, especially in commercial real estate and refinancing challenges. The conversation dives into the mixed signals from inflation, robust growth, and low unemployment, questioning whether the real consequences of increased rates are just around the corner.

Julia Coronado, an economist and founder of Macro Policy Perspectives, discusses the growing concerns over a K-shaped economy, highlighting how high earners thrive while lower-income individuals struggle with inflation. Robert Byrne, a restaurant trends analyst, reveals how dining habits have shifted, showing that lower-income households are dining out less frequently. Meanwhile, fine dining remains in demand among wealthier consumers. Together, they unravel the disparities impacting economic perceptions and consumer behavior.

Jennifer Welch, Chief geo-economics editor at Bloomberg Economics, shares her expertise on the intricate US-China trade dynamics surrounding rare earths. Alex Grassino, Global chief economist at Manulife, discusses the uncertain economic landscape and investment strategies amid fluctuating tariffs. Julia Coronado, founder of MacroPolicy Perspectives, analyzes inflation and its impact on Federal Reserve policy while Brad Stone provides insights into the shifting political climate in California, highlighting the tension between national narratives and state realities.

Julia Coronado, founder and president of Macropolicy Perspectives, analyzes the recent Fed policy meeting and its implications for economic policy moving into 2025. She discusses how potential Trump administration strategies might shape the economy and affect the stock market. Other fascinating topics include projections for consumer spending trends in the retail sector and the evolving challenges homebuilders face amidst rising interest rates. Expect insightful predictions on companies to watch as we look ahead to the new year.

Julia Coronado, founder of Macro Policy Perspectives with expertise in macroeconomic trends, and Laura Rosner-Warburton, a senior economist at the same firm, dive deep into the nuances of current inflation. They discuss whether recent inflation is truly transitory or a lasting change. The conversation highlights pandemic-driven shifts in consumer behavior and their impact on prices. They also analyze how monetary policies may worsen wealth inequality and explore the potential long-term economic transformations in response to supply chain pressures.

Julia Coronado, from Macro Policy Perspectives, discusses cooling global inflation, higher neutral interest rates, and relief for multifamily developers. She shares insights on Federal Reserve decision-making, economic outlook, interest rates, stock market dynamics, retirement planning, immigration impact, urban development challenges, and lessons from the financial crisis.

Julia Coronado, founder of Macro Policy Perspectives and a professor at UT Austin, and Michelle Fleury, BBC journalist, dive into the signs of a stalling Chinese economy. Coronado explains the slowing U.S. labor market and the stubborn inflation that won't quite fall to target levels. Meanwhile, Fleury reports on retailers expecting the lowest seasonal hiring in years, despite projected strong holiday sales, attributing this to economic uncertainties. Both guests highlight the mixed responses from shoppers regarding their holiday spending plans.

Julia Coronado, founder of Macro Policy Perspectives and a professor at the University of Texas, provides insightful analysis on the current state of China's economy. She discusses the troubling signs of stagnation in investment, output, and consumption, highlighting a consumer pullback during key shopping events like Singles Day. Additionally, Coronado analyzes trends in the U.S. labor market, including slow job creation and rising unemployment concerns. Retailers are hiring fewer seasonal workers this year, prompting a deeper look into shifting consumer spending habits.