Pooja Kumra

Brent Schutte, Chief Investment Officer at Northwestern Mutual Wealth Management, shares insights on cooling inflation's effect on market diversity beyond AI leaders. Erika Najarian, from UBS, discusses a bustling year ahead for banking M&A and the resilience of major banks like Bank of America. Henrietta Treyz critiques the political discourse around tariffs and inflation funding, while Pooja Kumra delves into the Bank of England's uncertain path on rate cuts amidst labor and inflation trends. A lively discussion on economic policies unfolds!

Jeff Rosenberg of BlackRock analyzes the payrolls report impact on the Fed. Pooja Kumra discusses market reaction to UK and French elections. Jon Lieber comments on Biden's campaign status before ABC interview.

Join esteemed guests including Mohamed El-Erian, President of Queens' College, Cambridge, as he discusses how the Fed's data dependency might lead to ongoing market volatility. Pooja Kumra from TD Securities analyzes the ECB's recent rate cuts, while Lindsey Piegza of Stifel and Michael Shaoul of ION Macro Fund dive into the implications of U.S. jobless claims and PPI data. The conversation reveals a keen focus on navigating inflation, employment dynamics, and the intricacies of monetary policy as they explore investment opportunities amid uncertainty.