About this episode
- Iain Stealey, CIO: Fixed Income at JPMorgan Asset Management - Mike Pyle, Deputy Head: Portfolio Management Group at BlackRock - Brooke Roach, Analyst at Goldman Sachs - Luke Tilley, Chief Economist Wilmington Trust Iain Stealey, CIO: Fixed Income at JPMorgan Asset Management reacts to Fed Chair Jerome Powell's press conference after the Federal Reserve's rate decision yesterday, and discusses the path forward amid tariff policy uncertainty. Mike Pyle with BlackRock talks about portfolio positioning following the Fed's decision to hold rates at their current level. Brooke Roach of Goldman Sachs discusses Nike earnings and the outlook for the company and consumers. Luke Tilley, Chief Economist Wilmington Trust, reacts to jobless claims and talks about recent eco data and what it says about the US economy. See omnystudio.com/listener for privacy information.