Stephanie Roth

In this discussion, Stephanie Roth, Chief Economist at Wolfe Research, highlights the economic implications of a possible U.S. government shutdown. She estimates a 0.4% GDP hit from the last shutdown and anticipates a similar duration this time. The conversation also touches on potential mass layoffs, which could drastically impact the labor market. Shifting gears, they delve into Fermi America, a company facing scrutiny as it prepares for what might be the worst IPO of 2025, raising questions about its revenue claims and viability.

In this engaging discussion, Stephanie Roth, Chief Economist at Wolfe Research, sheds light on AI-driven capital expenditures and their impact on GDP growth. She addresses the uncertainty of AI winners and losers and how productivity boosts are expected over time. Roth also delves into current Fed policies, emphasizing that a December rate cut is uncertain amidst steady economic conditions. Additionally, she explores how household debt is trending down and the evolving labor market dynamics as AI reshapes job structures.

In this engaging discussion, Mohamed El-Erian, President of Queens' College, Cambridge, and Stephanie Roth, Chief Economist at Wolfe Research, tackle the March jobs report and its implications for the Federal Reserve's monetary policy. They emphasize the resilience of the U.S. labor market amid economic challenges and the potential risks of delayed inflation management. Additionally, they explore the impact of rising tariffs on U.S. trade, market fluctuations, and the strength of the dollar, offering keen insights into today's economic landscape.

In this insightful discussion, guests Stephanie Roth, an analyst at Wolfe Research, and Aditya Bahave, a Bank of America economist, dive into the implications of the recent Fed policy decisions on productivity and GDP revisions. Roth tackles the impact of higher productivity linked to AI, while Bahave shares forecasts about GDP and unemployment. BlackRock strategist Jeff Rosenberg adds depth by examining market reactions and balance-sheet operations. Together, they explore how these factors shape the economic landscape and what it might mean for future Fed actions.

Stephanie Roth, Chief Economist at Wolfe Research, breaks down the surprising November CPI report, hinting that inflation may bounce back sooner than expected. Emily Rowland, Co-Chief Investment Strategist at Manulife/John Hancock, advocates for a bullish outlook on U.S. equities, driven by AI adoption and strong earnings. Dan Ives, Global Head of Tech Research at Wedbush, discusses the implications of the Trump Media-TAE fusion deal, emphasizing its potential to accelerate fusion technology and AI monetization.

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, analyzes the resilience of the U.S. consumer amidst rising credit stress and discusses the optimistic projections for AI's impact on earnings. Stephanie Roth, Chief Economist at Wolfe Research, forecasts payroll dynamics and explores the delicate balance between growth and inflation concerns. Kay Herr, CIO at J.P. Morgan, offers insights on long-dated corporate debt and Fed policy expectations. Lastly, Rep. French Hill talks about tariff dividend checks and congressional priorities on housing affordability.

Stephanie Roth, Chief Economist at Wolfe Research, shares her insights on the labor market and economic trends, analyzing May's nonfarm payroll data. She discusses the implications of tariffs and immigration policies on hiring. Dan Ives, Global Head of Technology at Wedbush Securities, dives into the dramatic feud between Elon Musk and Donald Trump, exploring its impact on Tesla's stock and Musk's wealth. The conversation also touches on how this political dynamic influences investor confidence and brand perception.

Stephanie Roth, Chief Economist at Wolfe Research, shares her insights on the American economy, especially the impending jobs report and tariff implications. David Malpass, former head of the World Bank, discusses global economic health and election impacts. Tech analysts Anurag Rana and Mandeep Singh cover the latest tech earnings and AI's shifting expansion. Mike Shepard evaluates the 2024 election landscape, highlighting the contrasting strategies of Trump and Harris and their potential effects on congressional dynamics.

In this discussion, Stephanie Roth, Chief Economist at Wolfe Research, dives into how tariffs are reshaping the U.S. economy and the Federal Reserve's policy responses. James Steel, Chief Commodities Analyst at HSBC, highlights the surge in volatility within commodities markets linked to tariffs. Krishna Memani, CIO at Lafayette College, reflects on the impact of high market valuations amidst tariff uncertainties. The trio paints a vivid picture of the interconnectedness of tariffs, inflation, and market dynamics.

Stephanie Roth, Chief Economist at Wolfe Research, and Lauren Goodwin, Chief Market Strategist at New York Life, delve into the implications of recent PCE data and the upcoming tariffs set by President Trump. They highlight the potential inflation risks and their impact on consumer spending and investment trends. Mike Haridopolos, a Republican US House Representative, discusses political dynamics surrounding these tariffs and their effects on economic policies. The conversation reveals tough challenges businesses face amidst shifting market conditions.