On today’s episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec discuss September’s soft CPI report helping to build a case for more Fed rate cuts — including the possibility of next week’s Fed meeting. Bloomberg’s Michael McKee and Alpha Simplex Group Chief Research Strategist Katy Kaminski break it down. Also on today’s show, MetLife Investment Management Chief Market Strategist Drew Matus diagnoses the signs of stress among consumers and the state of the ‘K-Shaped’ economy, and Clear Investment Group Chief Executive Officer Amy Rubenstein analyzes real estate trends and demand across the US.
Chapters:
00:00:00 – Bloomberg Businessweek Daily Starts
00:04:13 – Michael McKee and AlphaSimplex Group’s Katy Kaminski Talk Soft September CPI Building Case for More Fed Cuts, US Consumer Sentiment Drops
00:14:07 – MetLife Investment Management’s Drew Matus Breaks Down Signs of Stress Among Consumers
00:21:16 – Patrick Gillespie Discusses Argentina’s Milei Attempts to Rally Support, Struggles to Keep Peso in Check
00:34:57 – Clear Investment Group CEO Amy Rubenstein Analyzes Real Estate Trends, Demand Across US
00:43:25 – Norah Mulinda with Stocks on the Move
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