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.

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.

Discussion on recent inflation data, interest rates, and economy impact. Exploring labor market dynamics and inflation factors. Federal Reserve's need for neutral stance and auto insurance price impact on inflation. Analysis of financial conditions, global economy, and inflation predictions.

Neil Dutta, a leading economic analyst, teams up with Steve Ricchiuto, a veteran in market research, to unpack crucial economic trends. They discuss the recent merger between Kellogg's and Mars, highlighting its potential market implications. The duo dives into the interplay between domestic inflation and global disinflation, shedding light on currency market influences. Additionally, they explore how technology partnerships can empower small businesses, showcasing resources like Lenovo Pro as vital tools for growth.