Steven Ricchiuto

Experts like Neil Dutta and Ira Jersey discuss CPI and Fed rate outlook, while Joe Weisenthal and Tracy Alloway share insights on CPI trends. Steven Ricchiuto analyzes inflation data and its economic impact. The podcast delves into inflation challenges for the Biden administration and how it affects various sectors.

The podcast features guests including Mizuho Securities Chief US Economist, Citi Head of US Equity Trading Strategy, a Senior Fellow from Yale University, and a Senior Research Analyst. They discuss topics like resilient US jobless claims, bullishness in market performance, US-China relations, and the potential merger of Warner Bros. Discovery and Paramount Global. They also touch on rising shipping costs, the impact of new bank capital rules, and challenges in the media industry.

In this engaging discussion, Anthony 'Tony' Capuano, President and CEO of Marriott International, shares insights on travel trends and the luxury market's resurgence. David Kelly, Chief Global Strategist at JPMorgan, and Steven Ricchiuto, Chief Economist at Mizuho Securities, delve into the latest CPI data and explore inflation dynamics. They debate contrasting views on economic recovery and consumer sentiment, while highlighting the resilience of regions like Hawaii post-wildfires and the growing appetite for travel among Chinese consumers.

Kelly Ann Shaw is a Partner at Akin Gump and former senior White House trade advisor, while Elyas Galou serves as Senior Investment Strategist at Bank of America, and Steven Ricchiuto is the Chief US Economist at Mizuho. The discussion dives into the Fed's easing cycle and its ramifications for the U.S. economy. They explore trade dynamics between the U.S. and China, the latest findings from the Fund Managers Survey, and the implications for investors as economic indicators shift.

Steven Ricchiuto, Chief US Economist at Mizuho, shares his insights on the current bullishness of the US economy despite ongoing policy uncertainties. He delves into the complexities of market volatility and investment strategies while emphasizing the resilience of corporations against systemic risks. The conversation also touches on the implications of tariffs and the competitive landscape for tech giants like NVIDIA. Join in for a vibrant discussion on economic dynamics, interest rates, and the future outlook for investments.