Michael Darda

Cam Dawson, CIO at NewEdge Wealth, dives into the resilience of US equities amidst evolving trade sanctions, arguing that US exceptionalism remains strong. He highlights a recent upswing in stocks, reflecting a cautious optimism in the market. Meanwhile, Michael Darda, Chief Economist at Roth Capital Partners, warns of stagflation risks and discusses how productivity trends may force the Fed to reconsider interest rate cuts amid persistent tariff challenges. Together, they unpack the complex interplay between tariffs and economic indicators.

Financial experts Cameron Dawson, David Kelly, and Michael Darda discuss US GDP slowing down, the likelihood of a Republican sweep post-presidential debate, and the potential impact of a rising unemployment rate on the Fed. They also delve into economic forecasts, market risks, political decisions, investment trends in tech, and the influence of AI on the stock market.

Michael Darda, Chief Economist at Roth Capital Partners, shares insights on decreased recession risks spurred by new trade deals. He discusses how recent tax increases might not derail economic stability. Elizabeth Economy, a senior fellow at the Hoover Institution, dives into the complex dynamics of U.S.-China trade relations, emphasizing the importance of navigating tariffs and technology independence. Together, they explore consumer resilience in the face of economic uncertainty, highlighting how high-end spending affects market trends.

David Malpass, former president of the World Bank, shares insights on how a potential second Trump term could reshape global economic dynamics. Michael Darda, Chief Economist at Roth Capital Partners, discusses inflation trends and the Fed's role in the current economic landscape. They explore the implications of tariffs on the stock market and consumer prices, while also examining the anticipation surrounding NVIDIA's earnings and its impact on the tech industry. The discussion highlights innovation, market liquidity, and the evolving geopolitical challenges facing the U.S.

Geoffrey Yu is a global markets expert, while Michael Darda and Ed Hyman are renowned economists offering sharp insights into economic trends. They dive into the current economic landscape shaped by fear and opportunity, highlighting the upcoming Federal Reserve decisions. The trio discusses American exceptionalism and the risks of over-relying on data. Hyman presents an optimistic outlook on American growth, emphasizing productivity's crucial role in shaping central bank strategies.

In this engaging discussion, Ed Yardeni, a seasoned economist, Michael Darda, a financial market expert, and Katie Greifeld, a savvy financial journalist, delve into the current economic landscape. They explore key economic indicators influencing market performance, highlighting consumer resilience amid rising interest rates. The conversation touches on unemployment trends and even ventures into playful comparisons between horse training skills and economic cues. Tune in for insights on both market sentiment and unique athletic pursuits!

Hugh Johnston, the CFO of Disney, shares insights on the company's mixed financial results, revealing challenges in theme parks while celebrating a streaming profit. Michael Darda, a chief economist, discusses his predictive call regarding the end of the soft landing amid soft jobs data. William Dudley, former New York Fed President, explores the Fed's ongoing challenges and his latest op-ed. Nouriel Roubini delves into the changing dynamics between the Fed and Treasury, raising concerns about economic uncertainty and investment strategies.

Economic strategist Thierry Wizman and economist Michael Darda discuss market uncertainties, earnings reactions, stock strategies, Federal Reserve adjustments, potential rate cuts, and challenges in the electric vehicle industry. Insights on Elon Musk's leadership style are explored, highlighting the importance of separating his persona from his companies' performance.

Michael Darda discusses inflation, Gina Martin Adams analyzes the market reaction to CPI miss, Alex Webb talks about Uber, and Lisa Mateo delivers newspaper headlines

Former St. Louis Fed President Jim Bullard discusses reacceleration of the US economy. Michael Darda predicts high probability of US recession. Max Kettner highlights bearish market sentiment. Diana Amoa talks about lackluster growth outside the US.