Kathy Bostjancic

Sheila Kahyaoglu discusses the latest on Boeing and the airlines sector. Seema Shah expects positive nominal growth and continued fall in inflation. Kathy Bostjancic says mild recession is still possible. Matthew Bartlett previews final GOP debate before Iowa Caucuses.

Jean Boivin, Global Head of Research at BlackRock, shares insights on the pressures facing US equities amid tariff discussions. He elaborates on potential market boosts and risks within global trends. Kathy Bostjancic, Chief Economist at Nationwide, analyzes recent economic data, revealing concerns about US growth and consumer behavior amidst economic uncertainties. The conversation also highlights influences of artificial intelligence on economics and the evolving dynamics in retail and small business challenges.

Kathy Bostjancic, Chief Economist at Nationwide, dives into the potential economic impacts of Federal Reserve rate cuts, while Henrietta Treyz, Managing Partner at Veda Partners, analyzes the 2024 U.S. election dynamics, focusing on voter behavior and polling challenges. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, shares her bullish outlook on the stock market amidst political uncertainties. Lisa Mateo rounds it all up with global newspaper headlines, giving context to the evolving landscape. Expect insightful takes on economic resilience and investment strategies!

Kathy Bostjancic, Chief Economist at Nationwide, shares her insights on the upcoming FOMC meetings and the possibility of a surprise rate cut. Terry Haines, founder of Pangaea Policy, offers a deep dive into Kamala Harris's campaign strategy and potential debate dynamics with Trump. They discuss the economic implications of employment trends, the balancing act of inflation, and how political maneuvers might shape voter perceptions as the election approaches. Plus, fascinating tech discussions around Tesla's autonomous innovations!

Guests discuss global investment outlook with focus on AI race, inflation, fiscal stimulus, Fed's rate cuts, gas prices, and summer travel expectations.