Phil Orlando

Phil Orlando, Chief Equity Market Strategist at Federated Hermes, shares his insights on Walmart's recent earnings and the resulting investor response. He discusses the challenges Walmart faces amidst shifting consumer behavior and economic uncertainties. Additionally, he touches on the Federal Reserve's latest minutes and their impact on market expectations. The conversation also explores the necessity for companies to harness AI for competitive advantage, while reflecting on broader economic trends and their implications for consumer behavior.

George Ferguson, a senior aerospace analyst, discusses the critical wage deal negotiations at Boeing, highlighting a proposed 35% increase amid ongoing strikes. Phil Orlando shares his cautious market outlook, while Ned Lazarus analyzes the escalating tensions in the Mideast, emphasizing the need for diplomatic action. Tim O'Brien reflects on Trump's ongoing influence, and Chris Gadomski explores the future of nuclear energy, particularly the promise of Small Modular Reactors in the clean energy transition.

Joanne Hsu talks consumer sentiment data, Alison Williams discusses U.S bank earnings, and Phil Orlando shares market outlook. Other topics include AT&T hack, Biden's news conference, NATO summit, and impact of drone technology on modern warfare.

Guests Phil Orlando, Steven Cook, and Troy Gayeski discuss the broadening equity rally, potential oil price increases amid geopolitical uncertainty, and the impact of Fed rate cuts on the yield curve. Steven Cook highlights Iran's potential actions in the Middle East, while Troy Gayeski warns of the yield curve returning to 5% without rate cuts.

Topics include Dow Chemical's CEO perspectives on the economy, analysis of Federal Reserve's decisions, market expectations, and Oprah's unofficial advocacy for weight-loss drugs. Insights on energy market predictions, small business financial management, and the impact of pharmaceutical companies meeting the demand for weight loss medications.