Guests Emily Roland, Bob Diamond, Tom Porcelli, and Marilyn Watson discuss investing in mid-cap stocks, Federal Reserve risks, ADP jobs data, market dynamics, and strategies for adjusting investments. They also cover the Fed's interpretation of economic signals, managing portfolios in volatile markets, retirement security, ESG factors, and economic trends in the US.

Tom Porcelli, Chief U.S. Economist at PGIM Fixed Income, shares insights on the Fed's potential actions in 2025, highlighting inflation challenges and labor market dynamics. Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, and Cameron Dawson, Chief Investment Officer at NewEdge Wealth, delve into stock market predictions and investment strategies for 2025. They also discuss retailers' adaptation to changing consumer behaviors during the holiday season, emphasizing modest growth amid inflation pressures.

Tom Porcelli, Chief U.S. Economist at PGIM Fixed Income, shares insights on the Fed's balancing act with inflation and interest rates. Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, and Cameron Dawson, Chief Investment Officer at NewEdge Wealth, delve into stock market predictions for 2025, weighing growth versus value stocks. They also explore holiday retail trends amidst economic challenges, revealing consumer shifts toward experiences and highlighting successful retailer strategies.

Joined by Tom Porcelli, Chief U.S. Economist at PGIM Fixed Income, who shares insights on inflation and the Fed's future strategies. Lori Calvasina from RBC Capital Markets discusses equity market dynamics, particularly growth vs. value stocks. Cameron Dawson from NewEdge Wealth predicts market volatility and examines the challenges facing small and mid-cap companies. Retail trends are analyzed, revealing shifts in consumer behavior and the importance of experiential retail as they navigate the complexities of the 2024 holiday season.

Tom Steyer, co-founder of Galvanize Climate Solutions, discusses the excitement within the Democratic donor class regarding Vice President Harris's economic and climate initiatives. Harry Sommer, CEO of Norwegian Cruise Line Holdings, outlines the company's innovative strategies to reshape travel trends in the cruise industry. Meanwhile, Tom Porcelli, Chief US Economist at PGIM, analyzes key data points like jobless claims and retail sales, shedding light on their implications for Federal Reserve policies and the broader economy.

Tom Porcelli, an economic analysis pro, and Steph Guild, an investment specialist, dive deep into today’s economic uncertainties. They discuss essential indicators like PPI and CPI to decode inflation trends and unearth insights from retail sales data. The duo also explores young investors' strategies, underscoring the importance of diversification to counter slower growth and potential recessions. Additionally, they touch on how social media is reshaping global markets and introduce a new podcast series focused on personal stories in the fertility sector.

JPMorgan and PGIM experts discuss cooling inflation's impact on Fed policy. Former House Speaker delves into Biden admin, Trump campaign, and foreign policy. Podcast analyzes US economy, Fed's monetary outlook, market trends, inflation factors, and US-China trade relations.

Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Sarah House, Wells Fargo Senior Economist, provide insights on the latest inflation data including PCE figures. Topics covered include consumer behavior, savings rates, market trends impact on inflation, Federal Reserve challenges, and Chairman Powell's messaging post inflation data release.

Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House discuss the latest PCE data and its impact on Fed rate cuts. They analyze inflation trends, consumer spending behavior, and implications for the market. Dive deep into the nuances of inflation management and market expectations.

Economists Tom Porcelli and Sarah House react to the latest PCE data, discussing personal spending exceeding forecasts, implications on inflation rates, challenges in achieving the 2% PCE target, Chairman Powell's stance on inflation, services sector improvements, and analysis of hiring data and market reactions.