Economists Claudia Sahm and Randy Kroszner discuss June CPI readings and market impacts. Kate Moore explores market pricing of CPI data while Ira Jersey analyzes the Fed's rate path. The podcast delves into inflation data, monetary policy analysis, Fed actions, market outlook, treasury market reactions, and interest rate levels.

Economic expert Randy Kroszner discusses the Federal Reserve's policy evolution. Market impact of potential Fed actions and interest rate strategies. AI's influence on the market, GDP, and future of entertainment including YouTube vs. Netflix rivalry.

Randy Kroszner, Bill Dudley, Alan Ruskin, Tiffany Wilding, and Ellen Wald discuss the US jobs report and the impact of wage growth on the economy. They also analyze interest rates, Bitcoin, labor market trends, economic growth, stability in oil prices, and escalating conflict in the Middle East.

Tiffany Wilding expects growth stagnation as Fed's policy drags build. David Bailin sees opportunity in rising earnings as markets normalize. Randy Kroszner doubts Fed's inflation goal due to wage growth. Paul Sankey worries about Saudi Arabia dumping oil market. Terry Haines recaps fiery Republican debate.

Guests discuss the softer-than-expected October US jobs report, Apple's sluggish 3Q earnings report, and the rift in Washington over government spending and aid to Israel. Topics include the impact of ETFs, the weakness in the manufacturing sector, the transformative power of artificial intelligence, Apple's financial performance, the launch of Spyder ETF, comparing Blinken's shuttle diplomacy to Kissinger's, and the strife within the Republican Party and Biden's foreign policy.