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, 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.

Elyas Galou, Senior Investment Strategist at BofA Securities, shares his insights on the transformation of investor sentiment from 'nervous bulls' to outright bulls. Keith Lerner, Co-CIO at Truist, discusses the strongest election year for the stock market since the 1950s. Julia Coronado, founder of Macropolicy Perspectives, warns of high expectations for the Fed's next move. The conversation also touches on China's economic stimulus and the impacts on global growth, with a focus on optimistic yet cautious market dynamics.

Jim Bullard, Mark Zandi, and Julia Coronado discuss CPI reactions, Fed policies, and economic projections. Topics include interest rates, inflation, rate cut speculations, and green initiatives in Europe. Insights on US consumers, GDP numbers, and energy efficiency policies are highlighted.

Julia Coronado and Constance Hunter from MacroPolicy Perspectives discuss inflation, the Fed's interest rate strategy, and the economic outlook for the year with insights on labor market trends, market reactions to inflation reports, consumer behavior impacting pricing power, GDP growth forecasts, and the importance of timely Fed actions for economic expansion.

Julia Coronado, President of MacroPolicy Perspectives, discusses productivity surge prospects, the Fed's soft landing, and commercial real estate market state. Topics include economic forecasting challenges, inflation analysis, economic trends, monetary policy dynamics, Texas's renewable energy growth, and the Federal Reserve's global implications.

Tom Keene discusses the impact of market conditions on inflation and GDP analysis. Julia Coronado and Michael Purves share insights on Fed decisions, Bitcoin market trends, and Elon Musk's influence.

Topics include Federal Reserve meeting, inflation metrics, market updates, Russian imperialism, cultural enrichment, surge pricing, and NBA expansion

Dan Ives, a senior equity analyst, discusses tech earnings. The hosts talk about Microsoft's solid quarter and speculate on its future growth. They also discuss the Federal Reserve's response to real yield and potential rate cuts. The podcast explores Iran's actions, the Israeli response, and China's aggression in the South China Sea. They also touch on changing dynamics in U.S. foreign policy and an EV subscription service.

Julie Norman discusses Trump's victory at the Iowa Caucuses. Claudia Sahm gives her take on the Fed's interest rates. Julia Coronado talks about the inflation environment. Barry Ritholtz breaks down the week ahead in markets. Ken Rogoff looks at inflation in the face of our current geopolitical situation.