Nancy Lazar

Mike Wilson, Chief Investment Officer at Morgan Stanley, discusses stock valuations and posits a rolling recovery ahead. Federal Reserve Governor Stephen Miran shares insights into Fed policy, warning of risks from private credit. Amanda Lynam from BlackRock highlights the tech sector's debt issuance trends and its effects on the credit market. Nancy Lazar, Chief Economist at Piper Sandler, offers alternative data perspectives, noting improvements in the labor market driven by manufacturing-led hiring and onshoring trends.

Leading Wall Street economist Nancy Lazar discusses the looming recession in the US, highlighting how 19 states are already in a recession. The podcast explores the impact of rising consumer debt levels, declining confidence, and the differing perspectives with the Federal Reserve on the economy's state. Topics include the risks in the manufacturing sector, navigating economic challenges and market risks, and investing strategies for long-term wealth growth.

Nancy Lazar, Chief Global Economist at Piper Sandler, delves into the latest U.S. labor market trends and economic growth drivers, highlighting the role of private sector job creation. Mark Cabana, Head of U.S. Rates Strategy at Bank of America, discusses interest rate forecasts and the impact of monetary policy on investment strategies. They explore the evolving dynamics of technological innovation in economic analysis and the potential effects of AI on various sectors, especially retail, signaling a transformative shift in market operations.

Nancy Lazar, Chief Economist at Piper Sandler, delves into U.S.-China trade dynamics and their global economic implications. Doug Ciocca, CEO of Kavar Capital Partners, analyzes market volatility and investment strategies amidst recent stock rallies. Former Washington State governor Jay Inslee discusses the surge in clean energy jobs and the intersection of climate initiatives with economic policies. Together, they explore how the truce between the U.S. and China could reshape markets and the impact on inflation expectations.

Nancy Lazar, Chief Economist at Piper Sandler, shares insights on the global economic outlook and the impacts of recent trade agreements. Andrew Bishop discusses U.S.-China trade dynamics, emphasizing China's leverage amid domestic pressures. Ethan Bronner, Bloomberg News Israel Bureau Chief, delves into the humanitarian crisis in Gaza and President Trump's food aid initiative. Finally, Andrejka Bernatova, CEO of Dynamix, elaborates on her firm's merger with The Ether Reserve, highlighting its innovative potential in the digital asset landscape.