Tiffany Wilding

Tiffany Wilding, an economist at PIMCO, provides keen insights into Federal Reserve policies and the impacts of the ongoing U.S. government shutdown on labor data. She predicts possible rate cuts and discusses the significance of private labor indicators. Stephen Auth, Chief Investment Officer at Federated Hermes, highlights the risks in the upcoming earnings season, suggesting that missed expectations could lead to market pullbacks. He also shares his optimistic view on long-term market prospects amid evolving trends.

Tiffany Wilding, Managing Director at PIMCO, discusses how data delays from the recent government shutdown complicate Federal Reserve forecasting and potentially impact GDP growth. Political scientist Wendy Schiller analyzes the surprising bipartisan support for the shutdown compromise, citing protections for vulnerable groups. Kimberly LaPointe from Macquarie Asset Management reveals the benefits of private infrastructure investing, highlighting its value for wealth clients seeking diversification and stable returns amidst economic shifts.

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, a macro economist at PIMCO known for her Cyclical Outlook, joins fellow team member Brandon Kunz to delve into the rising influence of tariffs, technology, and economic transitions. They dissect the implications of escalating tariffs on GDP and employment, while also exploring the booming tech landscape and its potential to reshape job markets through AI. The duo emphasizes the advantage of high-quality bonds in today's market, marking a tipping point for advisors as they evaluate portfolio strategies amidst these evolving dynamics.

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.

David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses the latest CPI report and its implications for Fed rate cuts while cautioning against potential asset bubbles. Tiffany Wilding, Economist at PIMCO, warns of labor market risks and the impact of housing disinflation on inflation dynamics. John Stoltzfus, Chief Investment Strategist at Oppenheimer, presents a bullish outlook on the U.S. economy and markets while advising on portfolio strategies amid high valuations and rising political tensions.

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.