Parsing Fed Chair Jerome Powell’s Testimony
Scott Minerd, Chairman of Investments and Global CIO discusses Fed Chair Jerome Powell’s recent testimony and the rate-cut implications for future policy.
Trade Optimism Fades on Fresh Tariff Risk
Uncertainty surrounding the prospect of a U.S.-China trade deal and a fresh threat of tariffs on Europe kept investors on their toes. The Trump administration proposed placing tariffs on an additional $4 billion of E.U. imports.
Recessions and Republicans
Recessions & Republicans: How likely is a recession under a Republican President?
The Fed’s Challenge
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV on Fed Day to discuss the factors that dictate the central bank’s next move.
Twin Deficits: Trade and Budget
The trade deficit and budget deficit are linked, explains Ed Kerschner. We need overseas investors to buy our bonds. And the way they get the funds to buy our bonds is that we buy their goods.
Goldilocks Economy: Impact on the Stock Market
Is everything just right? Sam Stovall speaks with Ken Leon on the 'Goldilocks' economy - what is it and what does it mean for the market.