Show from 10/11/24

Host Jeremy Schwartz and Professor Siegel discuss the latest inflation data, particularly focusing on the CPI, PPI, and jobless claims. Professor Siegel expresses mixed reactions, noting improvements in the PPI but concerns about other inflation indicators like car insurance and housing costs. He also mentions the market's resilience and optimism despite weaker data, particularly regarding inflation and jobless claims, and forecasts potential future Fed rate cuts. (9:00) Jeremy is then joined by Anna Rathbun, Chief Investment Officer at CBIZ Investment Advisory Services, who discusses the firm’s broad services and her perspective on economic data, including small business employment and inflation volatility. Rathbun emphasizes the uncertainty of the economic trajectory, explains the firm’s approach to portfolio construction, and shares insights into global markets, highlighting opportunities in India and Japan while cautioning against China. She also offers thoughts on U.S. geopolitical resilience and the potential for recession-driven tax policy shifts.

Guest: Anna is the chief investment officer for CBIZ Investment Advisory Services, LLC (CBIZ IAS), a Registered Investment Advisory firm. Anna is responsible for overseeing the investment activities of CBIZ IAS through the CBIZ national Investment Committee. She helps to set the direction of the firm as a member of the Executive Committee.

Learn more about Anna at: https://www.cbiz.com/about-us/employee-directory/employee-details/anna-j-rathbun

Follow Anna on LinkedIn: https://www.linkedin.com/in/anna-rathbun-cfa-caia-aa561689