About this episode
- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist - Neil Dutta, Renaissance Macro Research Head of US Economic Research - Jason Draho, UBS Global Wealth Management Head of Asset Allocation Americas - Blerina Uruci, T. Rowe Price Chief U.S. Economist Katrina Dudley of Franklin Templeton expects a rate cut this year, but politics may push it to 2025. Neil Dutta of Renaissance Macro Research provides insights on the risks to labor market with inflation coming down. Jason Draho of UBS and Blerina Uruci of T. Rowe Price offer perspectives on risks being skewed towards one rate cut this year and soft landing trajectory. See omnystudio.com/listener for privacy information.