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, Head of Multi-Asset Solutions, Equity Strategist, and Senior Portfolio Manager with Federated Hermes, discusses his macro and market expectations for 2024, including the risks and headwinds facing markets. They explore topics such as the U.S. economy, rate cuts, allocation within fixed income, investing in quality and selective dividend payers, and non-US investment opportunities.