Steve Leisman

Mona Mahajan, Head of Investment Strategy at Edward Jones, shares insights on the macroeconomic outlook, Fed policies, and labor market trends, emphasizing their implications for real estate. Tony Wong, Portfolio Manager at T. Rowe Price, delves into tech earnings and the future of AI investing. Lastly, Steve Leisman, Senior Economics Reporter for CNBC, analyzes dissent within the Fed and its possible effects on the market. Tune in for a dynamic discussion on critical market movers!

Oliver Chen, a senior retail analyst at TD Cowen, dissects retail trends, highlighting ELF's unexpected price disruptions and Tapestry's appeal to Gen Z shoppers. Steve Leisman, a senior economics reporter, shares insights on the Fed's cautious stance following recent labor data, emphasizing the implications of the Challenger layoffs. The conversation dives into whether the current AI unwind signals a larger market shift and how consumer behaviors during the holiday season will be shaped by these trends.

Matt Mishkin, Co-chief investment strategist at Manulife John Hancock, shares insights on AI-driven valuations like Palantir and their implications for market strategies. Craig Fuller, Founder of FreightWaves, explains strains in long-haul freight, comparing them to the Great Financial Crisis, while discussing potential recovery triggers. Steve Leisman, a CNBC economics reporter, interrogates the real reasons behind recent mass layoffs, cautioning against attributing them solely to AI. The conversation dives deep into current economic pressures and consumer trends.