Stephen Juno

Stephen Juno, a Senior Economist at Bank of America, dives into the economic forecast for 2026. He highlights reasons for continued U.S. economic growth, driven by AI and fiscal support. Juno addresses inflation concerns, discussing how tariffs and labor supply impact job growth. He also speculates on the implications of potential Supreme Court rulings on tariffs, which could alter economic dynamics. Plus, the rise in adjustable-rate mortgage applications reveals shifting borrower strategies in today's economy.

Stephen Juno, a Senior Economist at Bank of America, dives deep into the uncertain economic landscape of 2026. He shares bold predictions about the U.S. economy potentially outperforming others, while inflation remains stubbornly high. Juno discusses the intricate dynamics of the labor market and the future of tariffs under changing political winds. The conversation also explores the surge in adjustable-rate mortgage applications, shedding light on the trade-offs borrowers face. Get ready for insightful forecasts and eye-opening analysis!

Join Stephen Juno, a US economist, as he analyzes the recent September labor market data, highlighting modest job gains and rising participation rates. Mark Cabana, Head of US Rate Strategy, shares market positioning insights, advocating for a mix of hawkish and dovish strategies in response to Fed policies. FX strategist Alex Cohen discusses dollar fluctuations influenced by rates and equities, noting a potential return of the dollar smile. The trio dives into implications for the economy and upcoming Fed decisions.