Meera Pandit

Meera Pandit, a Global Market Strategist at J.P. Morgan, discusses the balancing act of AI optimism against valuation concerns and market volatility. Jennifer Lee, Senior Economist at BMO, analyzes sentiment data and inflation expectations that could shape Fed policy, predicting a December rate cut amidst a government shutdown impact. Former U.S. Representative Patrick McHenry weighs in on Election Day outcomes and anticipates a resolution to the shutdown before Thanksgiving, hinting at broader implications for midterm politics.

Scott Bessent, the US Treasury Secretary and key player in trade talks, discusses recent tariff reductions between the US and China and their implications. He emphasizes fair trade solutions while tackling the fentanyl crisis. Meera Pandit, Global Market Strategist at JPMorgan, analyzes the resulting market volatility and global equity outlook amid these negotiations. Together, they explore the potential for economic stability and investment strategies in a changing trade landscape.

Joining the discussion are Adam Parker, a CNBC contributor from Trivariate known for his market insights, and Meera Pandit, an analyst from JP Morgan specializing in economic trends. They delve into the unprecedented influence of the President on the Federal Reserve and the implications for interest rates. The conversation shifts to AI's transformative role in markets and Alphabet's investments boosting tech firms. They also examine market resilience amid record highs, emphasizing factors like consumer spending and technology growth.