Matt Miskin

Rick Rieder, BlackRock's Chief Investment Officer of Global Fixed Income, discusses the impact of AI on the labor market and how lower rates could stimulate housing and job growth. Jon Lieber from The Eurasia Group dives into the repercussions of a possible government shutdown on economic data and policymaking, while Matt Miskin, Co-Chief Investment Strategist at Manulife, analyzes how weak job data and AI are influencing market sentiment. Together, they explore investment strategies amidst current economic challenges.

Matt Miskin, Co-Chief Investment Strategist at John Hancock, shares key insights on market trends and investment strategies. Isaac Boltansky from BTIG analyzes the potential impacts of policy changes under President-elect Trump on financial markets. Jane Foley of Rabobank discusses the foreign exchange market's reaction to the new administration. They explore rising economic indicators, optimism amid uncertainty, and the implications of international relations on currency and trade, making for a highly informative discussion on the evolving economic landscape.

Ian Lyngen, head of US Rates Strategy at BMO, predicts a potential 50bps cut from the Fed to front-load the process. Matt Miskin, Co-Chief Investment Strategist at John Hancock, discusses how the cutting cycle may end with lower numbers for the 10-year and Fed funds rates. Blerina Uruci, Chief US Economist at T. Rowe Price, expresses skepticism about the sustainability of disinflation in goods. The conversation dives into the implications of these potential cuts on the economy and market strategies.

Economics and finance experts Kona Haque & Matt Miskin discuss the global ramifications of drought on the rice market. Matt Miskin delves into stock concentration in the S&P 500 and the importance of free cash flow in capital allocation. The episode also touches on leadership insights, book recommendations, and promotions for various companies and events.

Dana Telsey recaps a busy holiday shopping season and notes moderation in consumer spending. Dan Ives predicts Apple's market cap to hit $4 trillion. Matt Miskin expects the Fed's influence over markets to decrease. Tom Tzitzouris discusses rate cuts for central banks. Norman Roule highlights escalating tensions in the Middle East.