Gregory Daco

Marvin Loh, Senior Strategist at State Street, outlines market optimism, yields and Fed shifts. Jonathan Lieber, US Head of Research at Eurasia Group, discusses 2026 political dynamics, tariffs and voter sentiment. Gregory Daco, Chief Economist at Ernst & Young, covers consumer spending, income distribution and labor-market softness. They debate market rallies, policy moves and fragile growth in short, sharp takes.

Economist discusses disinflation dilemma, market reassessment of inflation, and potential rate cuts. Global economic performance, US investment climate, and analysis of liquidity and growth outlook. AI impact, China's outlook, and speculation on BOJ policy changes. Insights on inflation in Japan and Osage history.

Jason Thomas, Head of Global Research & Investment Strategy at Carlyle Group, and Gregory Daco, Chief Economist at EY Parthenon, dive into the complexities of the U.S. economic landscape. They discuss the outlook for U.S. markets, dissect inflation trends, and explore labor market dynamics. Thomas sheds light on Federal Reserve independence and market volatility, while Daco analyzes the implications of inflation on consumer behavior. Together, they paint a vivid picture of the evolving financial terrain amidst economic challenges.

Ellen Wald, an expert on energy policy, discusses the caution shown by U.S. oil executives regarding investment in Venezuela, emphasizing the need for stable legal frameworks. Rockford Weitz analyzes the geopolitical implications of Russia and China in Venezuela, highlighting their strategic interests in the region. Chief economist Gregory Daco examines the labor market's slowdown and explores how Venezuelan oil could influence inflation, revealing potential AI benefits for economic resilience.

stacy-marie ishmael, Bloomberg News exec editor for crypto and digital finance, Mark Mahaney, Evercore ISI internet research chief, and Gregory Daco, EY chief economist, discuss US housing affordability and a possible DOJ probe into major builders. They also cover how AI capex is reshaping big tech, risks and winners, and the drivers behind recent crypto volatility and tokenization trends.