Kate Moore

Kate Moore from BlackRock shares insights on the US economy's resilience and market concentration. She discusses Fed expectations, small cap insights, interest rates, global market trends, biases in investing, and the role of AI. The podcast covers diverse topics like equity market leadership, sector performance, and book recommendations.

Raghuram Rajan discusses India's economic prospects. Kate Moore talks about equity sentiment, inflation, and the Fed. Julie Norman dives into the war in Israel and geopolitics.

Nela Richardson, Chief Economist at ADP, shares insights on the labor market, predicting a clouded October jobs report. Kate Moore, Head of Thematic Strategy at BlackRock, discusses solid but not spectacular revenue growth in Q3. Both guests highlight the cautious investor sentiment ahead of the U.S. elections, as the landscape shows mixed market signals. They also explore the impact of high interest rates on real estate, consumer resilience amid uncertainties, and how China’s economic struggles might affect the U.S. economy.

Economists Claudia Sahm and Randy Kroszner discuss June CPI readings and market impacts. Kate Moore explores market pricing of CPI data while Ira Jersey analyzes the Fed's rate path. The podcast delves into inflation data, monetary policy analysis, Fed actions, market outlook, treasury market reactions, and interest rate levels.

Kate Moore, Managing Director at BlackRock, discusses global economic landscape, investment trends, AI opportunities, inflation predictions, market volatility strategies, and more with Willy. They also explore personal growth, sci-fi books, mental health, CEOs' confidence, election impact on stock market, climate change on investments, and AI implications.

Guests from BlackRock, Citi Research, Carnegie Endowment, Morgan Stanley, and TD Bank discuss market reactions to tech earnings, Biden-Netanyahu meeting, upcoming eco data, small caps performance, Israeli-U.S. relations, airline disruptions, rate cuts impact, and bond market analysis.

Economic expert Randy Kroszner discusses the Federal Reserve's policy evolution. Market impact of potential Fed actions and interest rate strategies. AI's influence on the market, GDP, and future of entertainment including YouTube vs. Netflix rivalry.

Guests Kate Moore, Tiffany Wilding, and Henrietta Treyz discuss Big Tech earnings, US economy, inflation, and Congress' aid package. Topics include equity market questions, inflationary pressures, and Congress members' intentions. The podcast explores workplace stress, corporate strategies, FOMC anticipation, US exceptionalism, and foreign aid decisions for Ukraine, Israel, and Taiwan.

Discussions on inflation, Fed policy, and rate cuts with BlackRock's Kate Moore. Analysis of corporate margins, asset allocation, and economic worries. Positive performance of US and Japanese equities with focus on growth potential and policy changes.

Kate Moore from BlackRock and Jared Woodard from BofA Securities discuss current market conditions, potential disappointment in the future, sectors favored for investment (technology, discretionary), benefits of investing in higher-quality companies with strong balance sheets, potential opportunity in Asian equities, and caution about inflation risks and election year impacts. The speakers also delve into Federal Reserve speakers' perspectives on rate cuts, expectations for growth and equities in 2024, and the importance of focusing on earnings fundamentals.