Michelle Meyer

Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research, explores the potential equity rally following President Trump's tariff deadline and recent leadership changes in the Bureau of Labor Statistics. Michelle Meyer, Chief Economist at the Mastercard Economics Institute, analyzes the consumer outlook amid rising costs, highlighting a notable decline in personal consumption. Together, they discuss the interplay of tariffs, inflation, and economic resilience, providing insights into the current state of the U.S. economy.

Michelle Meyer, Chief Economist at MasterCard, discusses leveraging real-time transaction data for economic analysis, revealing insights on consumer trends like the Swift Lift effect from Taylor Swift concerts and increased demand along the April solar eclipse line of totality. The conversation explores resilient US consumers post-pandemic, regional labor market disparities, goods prices, inflation trends, and the complexity of financial conditions and monetary policy.

Economist Michelle Meyer and financial analyst Amanda Rebello share insights on labor market impacts post-pandemic, consumer spending resilience, and market predictions including cybersecurity solutions and ETF discussions.