Rebecca Patterson

Patrick McHenry, former House Speaker pro tempore, offers insights into the contentious debate surrounding President Trump's tax bill, revealing resistance from within the Republican Party due to concerns over Medicaid cuts. Meanwhile, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, analyzes the June jobs report, discussing its implications for the markets and the broader economic outlook. The conversation touches on the labor market's resilience, the political dynamics at play, and the importance of fiscal strategies in uncertain times.

Rebecca Patterson, former Chief Investment Strategist at Bridgewater, shares her expertise on the dollar and equity markets, addressing the implications of changing tariffs for small businesses with Shark Tank’s Daymond John. They delve into how economic dynamics shape consumer behavior in retail and spending, particularly around back-to-school season. Patterson also discusses how a declining dollar impacts investment strategies and borrowing costs, while the CEO of MP Materials reveals exciting news about their new Pentagon contract, boosting stock values.

Katie Stockton, founder of Fairlead Strategies, and Rebecca Patterson, former chief strategist at Bridgewater, delve into the ongoing market rotation as investors pivot from high-performing sectors to underdogs. They analyze Apple's recent stock movements and share intriguing technical insights, suggesting potential short-term trading strategies. The duo also explores the implications of fluctuating currency dynamics on market stability and how it relates to the banking sector's recovery and the resurgence of casino stocks, especially in Macau.