Win Thin, Chief Economist at Bank of Nassau, offers insights on labor market trends and the potential for Fed easing, suggesting it could boost equities. Scott Diamond, Co-Head of Goldman Sachs' Municipal Bond Team, discusses the heavy issuance in the muni market, explaining strategies for accessing these bonds and predicting sustained issuance into 2026. Together, they dive into the macroeconomic landscape, including the impact of AI on capital expenditure and the evolving dynamics of the municipal bond market.
