About this episode
- Paul Donovan, Chief Economist, UBS Global Wealth Management - Jordan Rochester, FICC Strategy Head at Mizuho - Lindsey Piegza, Chief Economist at Stifel - Jay Goldberg, Senior Analyst at Seaport Research Partners Paul Donovan, Chief Economist at UBS Global Wealth Management, discusses the economic implications of possible government shutdown-related layoffs. Jordan Rochester, Head of FICC Strategy at Mizuho, shares his take on what the near-certain elevation of pro-stimulus lawmaker Sanae Takaichi as Japan’s next prime minister means for financial markets. Lindsey Piegza, Chief Economist at Stifel, breaks down the US economic data that markets watchers will - and will not - get as the US government shutdown enters its second week. Jay Goldberg, Senior Analyst at Seaport Research Partners, reacts to news that AMD will partner with OpenAI. See omnystudio.com/listener for privacy information.