Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00 AI Boom, Fed Complacency and a Consumer Test
04:51 Odds of a Fed Rate Hike May Rise — Julian Emanuel, Evercore ISI
19:56 AI Earnings Power Could Extend the Bull Market — Julian Emanuel, Evercore ISI
32:16 Fast-Food Prices Are Driving Diners Elsewhere — Nick Setyan, Mizuho
42:00 AI Debt Could Crowd Out the US Treasury — James Athey, Marlborough Investment Management
52:12 AI Is Driving Wider Growth — Binky Chadha, Deutsche Bank
1:06:28 Treasury Leans on T-Bills as Deficit Risks Mount — Jeannette Lowe, Baird Strategas
1:17:08 Kalshi Says It Does Not Operate Like a Sports Book — Robert DeNault, Kalshi
1:29:29 High Energy Prices Could Break the US Consumer — Lindsey Piegza, Stifel
1:40:52 AI Momentum Keeps Equities Moving Higher — Katy Kaminski, AlphaSimplex
1:53:21 Target, Walmart Point to a Resilient Consumer — Kylie Cohu, Jefferies
2:01:02 US Retail Sales Drop More Than Expected in July — Michael McKee
2:03:11 Retail Sales Blip Doesn’t Change Fed Hike Case — Aditya Bhave, Bank of America
2:17:29 Fed Rate Hikes Won’t Fix Today’s Inflation — Peter Tchir, Academy Securities
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