Sarah Hunt

Torsten Slok, Chief Economist at Apollo Global Management, predicts mixed economic data post-shutdown and warns about inflation risks. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, explores how Nvidia's earnings could influence market trends and the tech sector's health amidst consumer struggles. Terry Haines, Founder of Pangaea Policy, discusses the U.S. strategy for leveraging trade negotiations with China and India, particularly regarding Russia sanctions. Stephen Parker from J.P. Morgan offers insight on the AI-driven investment landscape and portfolio strategies for inflationary pressures.

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses market reactions to tech CapEx and the skepticism around AI investments, emphasizing excessive selloffs. Dan Ives, Global Head of Tech Research at Wedbush, analyzes Apple’s surprising upgrade cycle and predicts growth potential for Amazon's cloud services. Peter Tchir, Head of Macro Strategy at Academy Securities, shares insights on market rotations toward security-focused investments amid global tensions. Lisa Mateo rounds up headlines, including changes to SNAP benefits affecting Halloween.

In this discussion, Sarah Hunt, Partner and Chief Market Strategist at Alpine Woods Capital Investors, shares her insights on how the upcoming Fed meeting might act as a market catalyst despite limited data. She highlights the intricate balance between inflation concerns and labor market dynamics, emphasizing that any cuts in rates depend heavily on these factors. Moreover, she warns about credit risks amid tight spreads and evaluates small-cap profitability as key for future market scenarios. Hunt's commentary paints a complex picture of investment strategies for 2026.

In this discussion, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, shares her insights on equity market trends and the potential impact of trade policies on investors. Jonathan Pingle, Chief US Economist at UBS, dives into the intricacies of the US economy, inflation, and how the Federal Reserve's policies may shift in response to economic pressures. They uncover the challenges of forecasting in a volatile market and emphasize the importance of clear tariff strategies in navigating the financial landscape.

In a thought-provoking discussion, Big Tech reporter Sarah Frier reveals Amazon's plan to cut up to 30,000 jobs amidst a wave of industry layoffs and AI-driven efficiency. Jan van Eck, CEO of VanEck, delves into the market outlook, discussing the federal deficit's impact on investments and the recent government shutdown's ripple effects. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, explores tariff uncertainties and their implications for corporate margins and consumer demand. Tune in for insights that connect tech, markets, and the future of work!

In this insightful discussion, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, focuses on the Fed's impact on the economy and political influences on markets in 2025. Wendy Schiller, a political analyst from Brown University, shares perspectives on the upcoming Trump administration and its implications. Nicole Larson from Colliers discusses shifts in consumer spending towards goods rather than experiences. Talley Leger, from The Wealth Consulting Group, critiques macroeconomic indicators, emphasizing the mixed signals in the bear case for the U.S. economy.

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, dives into the recent recovery of stock markets amidst credit fears. She explores whether these concerns are systemic or isolated and discusses the implications of mega-cap tech earnings on volatility. Hunt contrasts U.S. and China’s AI strategies, revealing how differing approaches impact innovation. Additionally, she highlights sector preferences, naming defense stocks as favorable amid current market uncertainties. Tune in for insights on gold's surge in light of shifting investor sentiments.

Mary Daly, President of the Federal Reserve Bank of San Francisco, dives into the complexities of Fed policy amid a government shutdown. She assesses how productivity and inflation trends shape future decisions, reaffirms the Fed's focus on inflation, and examines market impacts from ongoing economic fluctuations. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, shares insights on investor preferences for financially resilient companies amidst AI excitement, market pullbacks, and the implications of tech spending dynamics. A lively discussion on whether current trends are cyclical or secular ensues.

Nela Richardson, Chief Economist at ADP, discusses the impact of a U.S. government shutdown on employment and the labor market. John Stoltzfus, Chief Investment Strategist at Oppenheimer, analyzes equity markets, noting resilience despite the shutdown and generational valuation differences among investors. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, highlights the tech sector's robust performance driven by OpenAI’s soaring valuation, while also addressing inflation concerns amid growth stimulus. Tune in for insights on market dynamics and strategic investment considerations!

Guests Kelsey Berro, Sarah Hunt, Peter Tchir, and Kevin Tynan discuss the impact of rising interest rates on bond prices, concerns about the trajectory of treasuries, options for the future of automakers, the current state of the Republican Party, and obstacles and bipartisanship in policy making.