Drew Matus

Meghan Clark, a moral theology professor at St. John's University, shares her insights on the death of Pope Francis and the challenges facing the Catholic Church during this pivotal moment. Drew Matus, Chief Market Strategist at Metlife Investment Management, dives into the looming threat of a recession, emphasizing the dire economic implications of current trade policies. Together, they discuss how these influential developments impact both spirituality and market dynamics as the world navigates economic uncertainty and leadership transitions.

Drew Matus, MetLife market strategist who focuses on macro and Fed direction; John Bilton, JPMorgan multi-asset chief and former chemist who models asset allocation; Ted Mortonson, Baird tech analyst with semiconductor and AI infrastructure expertise. They debate Nvidia pricing and alternative silicon. They unpack how agentic AI reshapes compute, software economics, and portfolio positioning amid tech repricing.

Drew Matus, Chief Market Strategist at MetLife, discusses how investors are relying on earnings, adapting to a lack of economic data. Paul Jacobson, CFO of General Motors, shares insights on GM's resilience amid supply chain challenges and strategic shifts in manufacturing. Monica Guerra, Head of U.S. Policy at Morgan Stanley, explores U.S.-China trade negotiations, the impacts of tariffs, and the uncertain future for tariffs in fiscal policy. Together, they provide a comprehensive analysis of current market dynamics.

Drew Matus, a prominent figure in economic analysis, teams up with Myles Miller, an expert in investment strategies, to dive into pivotal market insights. They discuss the current global economic landscape, spotlighting China's recent moves and Swiss interest rate changes. The duo explores job market trends, linking job openings to wage growth forecasts and highlighting the importance of direct lending in today’s economy. They also touch on the implications of a New York City mayor's indictment, raising concerns for city operations and future tech collaborations.

Chief Market Strategist at MetLife discusses US and Fed outlook. Chief Economist at EY Parthenon previews PCE data and jobless claims. Chief Global Strategist at Moneta talks market sentiment and 'antifragile' era