Sonal Desai, Chief Investment Officer at Franklin Templeton Fixed Income, joins the discussion on the future of interest rates. She shares her insights on whether the Federal Reserve is done cutting rates and what indicators she'll monitor in upcoming speeches. The conversation also dives into the bond market dynamics and the implications of tariffs on investor behavior. With a keen eye on economic forecasts, Desai illuminates the challenges and opportunities facing investors in this uncertain landscape.

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.

Peter Kraus and Sonal Desai discuss the Fed's stance on rate cuts after a strong job report. Chris Miller talks about global chip investments. Paul Krugman shares insights on the economy and Lawrence Summers rules out a March rate cut.