In this podcast, Sonal Desai explains why Moody's cut to its US outlook is not important to holders of US debt. Michael Spence discusses the potential of generative AI as a digital assistant. Afsaneh Beschloss talks about China's climate investments. Melissa Kearney explains how to build a resilient economy.

CIOs Cam Dawson and Sonal Desai discuss market rally sustainability and bond market reactions. Dr. Leslie Vinjamuri shares insights on politics. Topics include market trends, bond market reactions to Fed action, economic concerns, high yield bonds, corporate health, American politics, and congestion pricing.

Guests Lori Calvasina, Mark McCormick, and Sonal Desai discuss swings in tech stocks, movements in the Japanese Yen, Fed decision preview, and outlook on the bond market. Topics include growth concerns, inflation perspective, FX market dynamics, rate cuts expectations, and challenges in buying Treasuries.