Join renowned economist Mohamed El-Erian, President of Queens' College, Cambridge, along with Rob Casey from Signum Global Advisors and Brian Weinstein of Morgan Stanley Investment Management, as they delve into vital economic issues. El-Erian discusses global market reactions to economic announcements. Casey analyzes President-elect Trump's trade priorities and potential surprises in his agenda. Weinstein shares insights on the shifting dynamics in fixed income markets, yielding crucial strategies for investors amid changing interest rates.

Rob Casey, a Partner and Senior Analyst at Signum Global Advisors, predicts a clear election result within 48 hours, discussing early voting trends and their implications. Jeff Rosenberg, a Senior Portfolio Manager at BlackRock, reflects on a disappointing jobs report, suggesting that labor markets are normalizing. They also analyze the Federal Reserve's potential interest rate cuts and the broader economic landscape, emphasizing the significance of the upcoming elections on market movements and policy decisions.

Rob Casey, a Senior Analyst at Signum Global Advisors, discusses how a recent assassination attempt on Trump may energize his supporters. Lori Calvasina, Head of Equity Strategy at RBC Capital Markets, analyzes the potential shift to small-cap stocks if the Fed cuts interest rates by 25bps. Manny Roman, CEO of PIMCO, emphasizes the current underinvestment in fixed income, revealing a growing interest in bonds amidst economic uncertainty. Together, they explore investment strategies and the implications of political dynamics on the market.

Mike Wilson, Chief US Equity Strategist at Morgan Stanley, discusses the shift in the equity market from growth stocks to defensives due to Federal Reserve constraints. Rob Casey offers insights from the Kamala Harris and Donald Trump debate, analyzing its impact on voter sentiment. David Kelly and Steve Ricchiuto weigh in on August CPI data that exceeded estimates, igniting a conversation about inflation's effect on the economy and the challenges facing the Fed in stabilizing the market.

Join Mohamed El-Erian, a leading economist at Queens' College, Cambridge, Ryan Peterson, CEO of Flexport, and Rob Casey from Signum Global Advisors as they unravel the complexities of today's economic landscape. They dive into the potential rise of US dominance in global systems and critique the Federal Reserve's outdated practices. The trio discusses the implications of tariffs under a Trump-led administration, exploring the intricate dance of labor unions and global trade amidst shifting supply chains. Insightful and timely, this conversation is a must-listen!