About this episode
- Steven Ricchiuto, Chief US Economist at Mizuho - Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets - Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP - Elyas Galou, Senior Investment Strategist at Bank of America Steven Ricchiuto, Chief US Economist at Mizuho, discusses the outlook for the US economy as the Fed appears to begin its next easing cycle. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, talks about the outlook for the 10-year yield and rate cuts in 2025. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP, on President Trump's latest trade and economic priorities. Elyas Galou, Senior Investment Strategist at Bank of America, discusses the findings in the bank's recent Fund Managers Survey. See omnystudio.com/listener for privacy information.