Tony Rodriguez

Jim Bianco, a research expert, advocates for a 'no-landing' outlook on the economy following recent Fed rate cuts. Economist Joe Davis and financial professional Tony Rodriguez explore labor market trends and bond market dynamics ahead of upcoming job reports. Marc Rowan, CEO of Apollo, cautions that aggressive Fed cuts could backfire, while discussing the rising preference for private market financing over public bonds. Together, they analyze the implications of economic indicators and the shifting landscape of interest yields.

Mike Wilson, Chief US Equity Strategist at Morgan Stanley, delves into the sustainability of the recent equity rally amidst market volatility. Tony Rodriguez, Head of Fixed Income Strategy at Nuveen Asset Management, cautions about potential credit crunches in a tightening economic climate. Matt Luzzetti, Chief US Economist at Deutsche Bank, provides insights on CPI and the future of interest rates and inflation for 2025. The conversation emphasizes cautious optimism while navigating trade negotiations and tariff impacts on the economy.

Sarah Wolfe from Morgan Stanley discusses inflation impact on labor market, Glenn Youngkin talks Trump and Republican National Convention, Brian Weinstein and Tony Rodriguez analyze NY Fed President's comments and recent economic data