Jeannette Lowe

James Bullard, former St. Louis Fed President and current Dean of Purdue Business School, dives into the Federal Reserve's rate outlook and labor market dynamics, discussing his insights from a recent White House meeting. Jeannette Lowe, Director of Policy Research at Strategas, unpacks the political implications of trade policies and U.S. tariffs, exploring the intersection of economy and governance. Together, they provide a nuanced perspective on navigating inflation versus employment, highlighting crucial developments in the economic landscape.

Esther George, former Kansas City Fed president, speaks on inflation, policy tradeoffs and a fragile labor market. Jeannette Lowe, policy research MD at Strategas, analyzes geopolitics, Iran timelines and energy market shocks. Sarah Hunt, chief market strategist at Alpine Saxon Woods, breaks down equity risks from oil above $100 and sector rotation. Fast, topical and market-focused.

Jeannette Lowe, Director of Policy Research at Strategas Securities, dives into the intricacies of tax bill negotiations and President Trump's economic agenda. The discussion reveals the impact of the recent Moody's credit downgrade on long-term Treasury yields. Lowe highlights how tariffs are affecting consumer prices and the broader market, while also addressing strategies for businesses in today's volatile economic landscape.

Scott Bessent, the US Treasury Secretary, shares insights on tariffs and the economic priorities of a potential second Trump administration. Jeannette Lowe, a Director at Strategas Securities, discusses the latest developments in Trump’s political strategy. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, analyzes the sustainability of the current equity rally in light of tariff impacts. The conversation touches on the Federal Reserve's expected actions and overall economic trends, providing a comprehensive view of the shifting financial landscape.

Jeannette Lowe, Director of Policy Research at Strategas Securities, dives into the unpredictability of policy from the Trump administration and the consequential trade tariffs. Subadra Rajappa, Head of US Rates Strategy at Societe Generale, shares insights on the potential paths for interest rates in the U.S., highlighting the effects of ongoing policy uncertainty. Together, they navigate the intricate relationship between tariffs, consumer behavior, and economic strategies while discussing the uncertainty facing small business owners.