Cam Harvey, a Duke University professor examining economic data, joins Sarah House, a Wells Fargo economist focused on consumer insights. They discuss the latest CPI data and its implications for inflation and rate cuts. Rebecca Patterson analyzes market trends, while Mona Mahajan shares observations on client behavior. Nouriel Roubini critiques the economic impacts of potential Trump and Harris presidencies, and Richard Haass elaborates on geopolitical tensions ahead of the 2024 election, underscoring how these factors intertwine with economic forecasts.

Dan Ives, a Senior Equity Analyst at Wedbush Securities, shares insights on Nvidia's earnings and the bullish sentiment around tech and AI. Blerina Urici, Chief US Economist at T. Rowe Price, discusses the complexities of the US labor market and upcoming PCE data, while Sarah House from Wells Fargo analyzes jobless claims and their implications for market trends. The trio delves into the challenges facing lower-income consumers amid rising inflation and highlights the transformative potential of AI in reshaping industries beyond expectations.

David Rosenberg, founder of Rosenberg Research, Seema Shah, chief global strategist at Principal Asset Management, and Sarah House, senior economist at Wells Fargo, dive into the latest inflation data's significant impact on markets. They explore the interplay between inflation trends and the labor market, highlighting disparities in recovery across income groups. The conversation also covers unforeseen layoffs, consumer spending shifts, and the Federal Reserve's crucial role in maintaining economic stability amidst recession risks.

Scott Chronert discusses US recession outlook and rate cuts, Sarah House previews CPI and Fed speak, Wendy Schiller breaks down DC headlines and Israel-Hamas war

Wells Fargo Senior Economist Sarah House joins the discussion on Fed Chair Powell's cautious approach towards inflation, emphasizing the uncertainty surrounding rate cuts. They analyze Powell's economic views, transparency in Federal Reserve policies, and the timing of rate decisions. Insights on inflation hitting the 2% target before any rate modifications are considered are also shared.

Wells Fargo Senior Economist Sarah House joins the podcast to discuss Fed Chair Jerome Powell's patient approach, the importance of progress towards inflation goals, potential extended period of elevated rates, impact of recent economic trends on services and goods, need for comprehensive policy approach, Federal Reserve communication strategy, Chairman Powell's cautious approach to rate cuts, and anticipation of upcoming PCE data impacting interest rate decisions.

Wells Fargo Senior Economist Sarah House joins to discuss Chair Powell's views on rate cuts, economic strength, and Fed transparency. Topics include market reactions, economic slowdowns, and the impact on inflation data and election cycles.

Wells Fargo Senior Economist Sarah House joins to discuss Chair Powell's cautious stance on rate cuts, market expectations, Fed transparency, and inflation data. Topics include Fed policy attention, market reactions, and challenges in decision-making.

Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Sarah House, Wells Fargo Senior Economist, provide insights on the latest inflation data including PCE figures. Topics covered include consumer behavior, savings rates, market trends impact on inflation, Federal Reserve challenges, and Chairman Powell's messaging post inflation data release.

Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House discuss the latest PCE data and its impact on Fed rate cuts. They analyze inflation trends, consumer spending behavior, and implications for the market. Dive deep into the nuances of inflation management and market expectations.