Stephanie Roth

Amoroso suggests buying the AI dip. Roth discusses the cooling of the labor market. Nathanson talks about the Disney, Charter Communications standoff. Haque says oil at $90 a barrel is significant. Tannebaum says the US is still calibrating how to respond to China.

- Stephanie Roth, Chief Economist at Wolfe Research- Brian Gardner, Chief Washington Policy Strategist at Stifel- Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management- Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset ManagementStephanie Roth, Chief Economist at Wolfe Research, discusses the state of the US labor market as the ongoing government shutdown continues to delay economic data releases. Brian Gardner, Chief Washington Policy Strategist at Stifel, on what Tuesday's election sweep means for Democrats moving forward. Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management, shares why she views market pullbacks as buying opportunities. Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, gives her outlook for Fed rate policy and the potential impact of the Supreme Court's impending decision on tariffs.See omnystudio.com/listener for privacy information.

Stephanie Roth, Chief Economist at Wolfe Research, shares her insights on the upcoming jobs report and the US economy's outlook. Amanda Lynam, from BlackRock, discusses the resilient corporate credit market amid slowing growth. Kate McShane of Goldman Sachs analyzes evolving consumer spending patterns and retail strategies, emphasizing inflation's impact. Lorenzo Simonelli, CEO of Baker Hughes, highlights growth opportunities in the energy sector for the latter half of 2024, focusing on market dynamics and production efficiency.

Neil Dutta discusses the Fed's rules-based framework for inflation and predicts continued economic growth. Elyse Ausenbaugh reacts to the ECB decision. Sree Kochugovindan sees the possibility of a technical recession in the UK. Stephanie Roth believes there is a wide runway for a soft landing in the US.

Aaron David Miller, a senior fellow at the Carnegie Endowment for International Peace, joins Dan Peris, Ed Mills, and Stephanie Roth to discuss the volatile Middle East landscape. They analyze the Iran-Israel military tensions and their potential impact on U.S. diplomacy. The group also delves into the complexities of stock buybacks, critiquing their effectiveness and discussing political dynamics ahead of elections. Additionally, insights on the labor market and improving financial conditions for lower-end consumers reveal a nuanced picture of the economy.

Seema Shah discusses non-tech opportunities, Tom Michaud updates on bank stress tests, Vishwanath Tirupattur and Stephanie Roth analyze consumer confidence, durable goods, GDP & core PCE. The podcast covers market concerns, US exceptionalism impact, banking sector analysis, passive investing effects on bank liquidity, bond market anticipation, and economic similarities.

David Rosenberg and Stephanie Roth share insights on disinflation predictions, retirement security, AI in business, and immigration trends. Discussions also include the Federal Reserve's response to inflation trends and preview of upcoming geopolitical events.

Stephanie Roth analyzes Q1 inflation data and potential US growth slowdown, Steven Major shares fixed income outlook, and David Rosenberg discusses US equity amid cooling inflation. Topics include market reactions to disinflation, Fed's rate cuts, global bond market movements, inflation trends, stock market performance, and impact of weight loss drugs on food companies and clothing retailers.

Stuart Kaiser from Citi discusses market response to Fed's rate cuts. Ryanair CEO shares views on Boeing progress. Stephanie Roth and Mark McCormick analyze inflation impact on Fed and currency exchange market.

Experts from BlackRock and Richard Bernstein Advisors discuss investing strategies amid inflation. Wolfe Research Chief Economist analyzes jobless claims and inflation expectations. The podcast also covers market dynamics, small cap rebound, Fed policies, value investing, and economic projections.