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.

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!