Matt Luzzetti

Rebecca Patterson, a Senior Fellow at the Council on Foreign Relations, discusses how Israel's strike on Iran could reshape market dynamics and the role of Treasuries and the Dollar as safe havens. Mick Mulroy, co-founder of the Lobo Institute, provides insights on escalating tensions and potential regional crises. Matt Luzzetti, Chief Economist at Deutsche Bank, analyzes implications for U.S. monetary policy and the economy as geopolitical risks rise. They explore how these events could impact oil prices and the broader global economy.

Mike Wilson, Chief US Equity Strategist at Morgan Stanley, delves into the sustainability of the recent equity rally amidst market volatility. Tony Rodriguez, Head of Fixed Income Strategy at Nuveen Asset Management, cautions about potential credit crunches in a tightening economic climate. Matt Luzzetti, Chief US Economist at Deutsche Bank, provides insights on CPI and the future of interest rates and inflation for 2025. The conversation emphasizes cautious optimism while navigating trade negotiations and tariff impacts on the economy.

Matt Luzzetti, an expert in economic analysis, and David Salem, a notable figure in investment strategies, delve into the intricate relationship between geopolitical events and monetary policy. They discuss the importance of upcoming labor trends and their potential impact on interest rates. The conversation takes a surprising turn as they draw parallels between job support and the excitement of baseball season. Finally, they explore new investment models, liquidity challenges in alternative assets, and the role of technology in shaping future finance.

Alejandro Reynal, president and CEO of Four Seasons, shares insights on the booming luxury travel sector amidst economic uncertainty, emphasizing unique experiences for high-end clientele. Henrietta Treyz discusses U.S. economic confidence and Vice President Harris's upcoming platform, while Matt Luzzetti analyzes PPI and CPI data, discussing implications for Federal Reserve policy. Together, they explore how these factors intertwine and shape market expectations, revealing resilience in luxury tourism and the intricacies of current economic trends.

Economists Feroli, Kaiser, and Luzzetti analyze Fed decisions, equity markets, and economic data. Prof. Schiller discusses Biden, Trump, and DC headlines. The podcast delves into potential GDP, inflation impact, market outlook, and reflections on G7 summit.