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.

Ebrahim Rahbari, an independent economist from Citi, and Constance Hunter, Chief Economist at the Economist Intelligence Unit, dive into disinflation trends and their impacts on the U.S. economy. Troy Gayeski, Chief Market Strategist at FS Investments, discusses market reactions to the CPI and wage growth, while Javier Blas, Bloomberg Opinion columnist, tackles energy prices and their role in the recent Trump-Harris debate. They also analyze the evolving monetary policy landscape and upcoming interest rates in light of inflation expectations.

Joining Tom Keene are Jurrien Timmer, a global macroeconomic expert, and Troy Gayeski, a strategist in market analysis. They dive into the recent shifts in financial markets following a pivotal Federal Reserve meeting. The discussion centers on potential interest rate cuts and their influence on earnings growth, while dissecting consumer spending trends through a unique McDonald's case study. They also reflect on the bull market's evolution, addressing investor sentiment and the challenges of forecasting amidst unprecedented volatility.

Guests Phil Orlando, Steven Cook, and Troy Gayeski discuss the broadening equity rally, potential oil price increases amid geopolitical uncertainty, and the impact of Fed rate cuts on the yield curve. Steven Cook highlights Iran's potential actions in the Middle East, while Troy Gayeski warns of the yield curve returning to 5% without rate cuts.

Troy Gayeski, Chief Market Strategist for FS Investments, discusses asset allocation in a higher yield environment, highlighting the shift from 60-40 benchmark to a 40-30-30 allocation. He explores opportunities in real estate, private equity, and alternatives. The podcast also touches on institutional investor allocation trends and the impact of AI on markets.