Vito Sperduto

In this discussion, Greg Peters, Co-CIO at PGIM Fixed Income, delves into the dynamics of Treasury markets and the implications of rising non-shelter inflation. Vito Sperduto, from RBC Capital Markets, shares insights on a surge in M&A activity, highlighting technology and healthcare sectors driving the deals. Terry Haines, of Pangaea Policy, addresses the ongoing government shutdown and its potential political fallout, predicting a resolution before Thanksgiving. Together, they explore crucial intersections of finance and policy that shape today's economy.

Michael Darda, Chief Economist at Roth Capital Partners, analyzes how clarity in tariffs could influence the US economy and inflation risks. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the market's approach to geopolitical uncertainties and President Trump’s tariffs. Vito Sperduto, Head of US Capital Markets at RBC, offers insights into upcoming bank earnings and the state of corporate financing amidst economic ambiguity. Together, they navigate the complexities of trade negotiations and highlight the importance of the Federal Reserve's independence in maintaining market stability.