Steve Chiavarone

Steve Chiavarone, Head of Multi-Asset Solutions at Federated Hermes, shares insights on underestimating economic growth and inflation trends. He emphasizes the potential impact of the upcoming Trump administration's policies. Lydia Boussour, Senior Economist at EY, discusses the expectation of a more business-friendly environment and analyzes macroeconomic trends, including inflation and government policies. Together, they navigate the complexities of the current economic landscape, focusing on market dynamics, labor issues, and projections for future growth.

El-Erian discusses bond market volatility and restoring Fed's credibility. Kelton talks about putting fiscal policy on autopilot. Chiavarone describes Fed's policy trajectory as rocky. Schork highlights traders' skepticism about oil supply levels. Lowe says Biden-Xi Jinping meeting won't change dynamic between two countries.

Steve Chiavarone, Deputy Chief Investment Officer for Equities at Federated Hermes, shares insights from his 20 years of investment experience. He discusses the strong U.S. economy, highlighting recent GDP figures and steady unemployment. Chiavarone provides an optimistic look at Q4 earnings, particularly JP Morgan's results, and argues that current equity valuations make sense due to rising profit margins. He also explores the impact of AI on various sectors and outlines a cautious forecast for Fed rate cuts by 2026, while warning of potential market risks.