Lauren Saidel-Baker, an economist at ITR Economics, dives into consumer spending trends this holiday season, examining the impact of tax changes and Federal Reserve policies. Russel William Galbut, managing principal at Crescent Heights, shares insights on the South Florida real estate market, highlighting demographic shifts and infrastructure investments. The podcast also sheds light on the recent Starbucks worker strike, discussing its implications for labor rights and consumer dynamics, making for an engaging look at current economic challenges.

In this discussion featuring Alex Wolf from JPMorgan Private Bank, Saira Malik of Nuveen, and economist Lauren Saidel-Baker, the trio navigates the shifting dynamics of interest rates and their effects on global markets. They dive into how trade tensions influence supply chains and the emerging 'China Plus 1' strategy. Attention is given to tech trends, especially Nvidia's AI link, and Apple's stock potential linked to its upcoming iPhone launch. Economic challenges and the implications of immigration policies also round out this insightful conversation.

Lauren Saidel-Baker, an economist from ITR Economics, discusses the latest U.S. PCE data and its implications for the economy. Tom Schoenberg tackles the accusations against short-seller Andrew Left, exploring the legal ramifications. Steven Major sheds light on bond market dynamics amid rising yields. Nathan Dean analyzes the aura surrounding Kamala Harris’s presidential campaign, weighing political strategies against economic conditions. Each guest brings unique insights, connecting finance and politics in a fascinating discussion.