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.

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.