Tiffany Wilding

Tiffany Wilding, Economist at PIMCO, shares insights on the current Consumer Price Index and what it means for inflation and potential rate cuts in the U.S. Jon Lieber, Head of Research at Eurasia Group, dives into the economic and political implications of President Trump's tariffs as he outlines priorities for a potential second Trump administration. They discuss how inflation dynamics might shape fiscal policies, the balance businesses need to strike amid tariffs, and future consumer spending trends.

Jon Lieber, Managing Director at Eurasia Group, analyzes the political ramifications of the federal government shutdown. He highlights potential long-term impacts and the dynamics within Democratic leadership. Greg Daco, Chief Economist at EY, dissects the latest ADP payrolls data, warning about shifts in labor market conditions and the risks to corporate profitability amid a K-shaped recovery. Tiffany Wilding from PIMCO discusses how monetary policy might respond to weakening labor indicators and the nuanced effects of tariffs on the economy.

Tiffany Wilding, an economist at PIMCO, takes center stage with insights on inflation and labor markets. She discusses managing fixed-income investments in a booming economy and highlights the winners and losers amidst the Fed's potential policy pivots. Wilding shares her take on recent inflation data, emphasizing tech's role in labor adjustments. She also evaluates housing affordability and maintains a neutral interest rate outlook around 3%, all while contemplating economic growth trends amidst evolving challenges.

Tiffany Wilding, a Managing Director at PIMCO, Dana Telsey, CEO of Telsey Advisory Group, and Amanda Lynam, Head of Macro Credit Research at Blackrock, dive deep into the current economic landscape. They discuss retail sales growth and employment trends signaling stability while addressing consumer spending disparities. The conversation highlights innovative practices in beauty retail, the rising demand for sustainable products, and the contrasting strategies of companies, including Walmart and luxury brands. They also touch on the importance of adapting to consumer behaviors, particularly in China.

Nadia Lovell, Senior Strategist at UBS, shares her outlook on the equity market amid shifting policies and potential inflation threats. Tiffany Wilding, North America Economist at PIMCO, breaks down recent economic data and the labor market's resilience. The discussion explores the bond market's influence on fiscal decisions and the diverging trends in U.S. and Chinese tech stocks. Insights into upcoming economic deadlines and tariff uncertainties provide a comprehensive view of the current financial landscape.

Max Kettner, Global Research Chief Multi-Asset Strategist at HSBC, analyzes recent equity market volatility and anticipates the upcoming FOMC policy meeting. Sharon Miller, Co-Head of Business Banking at Bank of America, notes a sense of cautious optimism among small business owners with potential Fed rate cuts ahead. Tiffany Wilding, an Economist at PIMCO, and Troy Gayeski, Chief Market Strategist at FS Investments, discuss the implications of these cuts on both the economy and credit markets, highlighting the resilience of small businesses amid inflation.

Tiffany Wilding, a Managing Director and Economist at PIMCO, delves into the post-pandemic economy with insightful analyses on inflation and labor dynamics. She discusses how the Federal Reserve is adjusting its monetary policy in response to evolving economic indicators. Wilding highlights the resilience of the job market, noting the positive impact of immigration on employment rates. With a focus on consumer activity, she paints an optimistic picture of recovery and growth in North America.

Ira Jersey, Chief US Interest Rates Strategist at Bloomberg Intelligence, and Tiffany Wilding, Managing Director at PIMCO, delve into the latest PCE data and its implications for inflation and consumer spending. The duo discusses future Federal Reserve policies in light of market signals. Justin Sink, White House reporter, shares insights from Kamala Harris's recent CNN interview, reflecting on her political strategy and voter sentiments. The conversation also navigates the evolving landscape of investment strategies amid economic changes and tech stock challenges.

Tiffany Wilding, an expert in economic research, and Ian Lyngen, a specialist in interest rates, join the discussion with insights that captivate. They analyze the current retail landscape, emphasizing the strength of major retailers like Walmart amidst evolving market strategies. Wilding and Lyngen also challenge recession fears by highlighting labor market improvements and resilient retail sales, showcasing the economy's surprising vigor. Their conversation dives into the interplay of fixed income investments and technological impacts on business growth.

Bob Doll is the President, CEO, and CIO of Crossmark Global Investments; Sen. Bill Hagerty is a former US Ambassador to Japan and current Senator; Tiffany Wilding is an economist at PIMCO, and Steven Ricchiuto is the US Chief Economist at Mizuho Securities. They discuss the impact of Microsoft’s MAX7 earnings on market dynamics. Hagerty shares insights on Trump’s potential second-term policies, while Wilding and Ricchiuto explore the likelihood of a Fed rate cut in September amidst economic uncertainty and trade policy challenges.