Steve Ricchiuto

Liz Thomas, Head of Investment Strategy at SoFi, discusses the equity rally paired with the Fed's potential easing of monetary policy. Steve Ricchiuto, Chief US Economist at Mizuho, analyzes Jay Powell's Jackson Hole speech and its implications for US rate cuts. Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, talks about the bond market's reaction to possible Fed easing and how the 10-year yield could respond amidst inflation concerns. This dynamic trio delves into the Federal Reserve's balancing act between inflation and employment.

Rep. Haley Stevens discusses Biden's reelection bid. Sarah Hunt shares market insights on AI spending. David Kelly and Steve Ricchiuto unpack CPI data. Podcast explores market trends and economic strategies.

Steve Ricchiuto, Chief Economist at Mizuho, shares his insights on the current economic landscape. He discusses the evolving dynamics of the labor market, including job candidate selection and the implications of technological changes. Ricchiuto examines the resilience of employment amidst shifting inflation forecasts and the potential impact of stablecoins on the economy. He also provides a critical look at the Federal Reserve's strategy in light of upcoming earnings reports, offering listeners a clear view of the intricate connections between economics and policy.

Mike Wilson, Chief US Equity Strategist at Morgan Stanley, discusses the shift in the equity market from growth stocks to defensives due to Federal Reserve constraints. Rob Casey offers insights from the Kamala Harris and Donald Trump debate, analyzing its impact on voter sentiment. David Kelly and Steve Ricchiuto weigh in on August CPI data that exceeded estimates, igniting a conversation about inflation's effect on the economy and the challenges facing the Fed in stabilizing the market.

Neil Dutta, the Head of US Economic Research at Renaissance Macro, joins Steve Ricchiuto, an economist at Mizuho, Virginie Maisonneuve, Global CIO for Equity at Allianz, and Tony Capuano, CEO of Marriott. They dive into the implications of recent Consumer Price Index data on economic strategies. The discussion touches on the Federal Reserve's policy challenges, mortgage rates amidst stagnant home sales, and the dynamic landscape of corporate borrowing. Capuano sheds light on the hospitality industry's recovery and strategies to attract budget-conscious travelers.