Show from 05/03/24

Host Jeremy Schwartz and Professor Siegel discuss the latest economic data and market reactions. Prof. Siegel highlights the Federal Open Market Committee’s decision to maintain patience in policy adjustments amidst mixed economic signals, notably the unexpected benefits of subdued wage growth and soft payroll numbers, despite persistent price pressures in certain sectors. (12:08) The conversation then transitions to guests Constance and Samuel, who delve into economic forecasts and the impact of ongoing inflation trends on future Federal Reserve actions. Samuel emphasizes the need to pay attention to businesses rather than only focusing on what The Fed releases. Constance gives great examples of productivity around AI. The group tackles global economic conditions affecting markets today. They discuss energy prices all the way to international manufacturing shifts.

Guests: Hunter holds a BA in Economics and Sociology from New York University, a master's degree from Columbia University's School of International and Public Affairs, and the Certified Business Economist designation. She is an expert in macroeconomic and industry analysis and is recognized for being among the first economists to forecast pivotal economic events, including the impacts of COVID-19 on the US and other global economies, the 2007 real estate and credit crisis, and the 2001 burst of the Dotcom bubble. Hunter joins AIG from KPMG, where she served as a chief economist since 2013 and a member of the growth and strategy leadership team since 2020. Previously, she has served as a deputy chief investment officer at AXA Investment Managers, where she helped lead the management of over $500 billion in fixed-income assets.

Samuel Rines is the Managing Director of CORBU, a research intelligence and advisory platform at the intersection of markets, policy, and national security. Based in CORBU’s Houston, Texas office, Samuel is a global macro expert focused on the investment implications of politics and policy. His PolyMacro research and model portfolios are widely followed.

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