Nadia Lovell

Jennifer Lee, senior economist at BMO who breaks down jobs and consumer data. Nadia Lovell, UBS equity strategist guiding sector and portfolio views on tech, cyclicals and oil. Claudia Sahm, macroeconomist focused on labor markets and recession signals. They react to a surprise payroll drop, debate labor supply and Fed implications, and weigh market and sector positioning.

Join Senior Economist Americas, Brian Rose, and Senior US Equity Strategist, Nadia Lovell, as they discuss the June CPI data impact on monetary policy and markets. Topics include Fed's interpretation, expectations for rate cuts, market response, sector positioning recommendations, and insights on portfolio positioning.

Economist Claudia Sahm, Adm. James Stravidis, and equity strategist Nadia Lovell discuss tech earnings, US reaction to Iran, market state and small cap stocks in 2024, and the influence of celebrities on voting and expensive Super Bowl ads.

Bob Michele, JP Morgan Asset Management Global Head of Fixed Income says the Fed won't go to 5.75% - 6% rates. Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist says the earnings recession is over. Ed Mills, Raymond James Washington Policy Analyst weighs in on a looming government shutdown. Amrita Sen, Energy Aspects Co-Founder and Head of Research shares her outlook for oil prices.

Nadia Lovell, Senior Strategist at UBS, shares her outlook on the equity market amid shifting policies and potential inflation threats. Tiffany Wilding, North America Economist at PIMCO, breaks down recent economic data and the labor market's resilience. The discussion explores the bond market's influence on fiscal decisions and the diverging trends in U.S. and Chinese tech stocks. Insights into upcoming economic deadlines and tariff uncertainties provide a comprehensive view of the current financial landscape.

In this engaging discussion, Ira Jersey, Chief US Interest Rate Strategist, analyzes recent PCE data suggesting a possible rate cut by the Federal Reserve. Laura Davison, Politics Editor, sheds light on a Bloomberg poll revealing voter concerns around the economy. Nadia Lovell, Senior Equity Strategist at UBS, shares her market outlook amid shifting economic trends. Mandeep Singh, Tech Analyst, discusses Intel's challenges and the competitive landscape with Nvidia and AMD. The conversation weaves through critical economic indicators and their political significance.

Nadia Lovell, a Senior US Equity Strategist at UBS, discusses the ripple effects of central bank rate decisions on Asian markets. Bill Adams, Chief Economist at Comerica Bank, shares insights on a recent 50 basis point cut, emphasizing its potential growth implications. Chuck Cumello, CEO of Essex Financial, addresses the strategies for reallocating assets amid various economic factors, while also navigating uncertainties in stock valuations. The trio highlights the significance of understanding market volatility as they forecast potential opportunities for investors.

Tom McLoughlin, Co-lead of ElectionWatch and CIO Americas, and Nadia Lovell, Senior US Equity Strategist, delve into the political landscape post-DNC. They discuss the implications of Vice President Harris's nomination, evolving election probabilities, and the significance of polling on voter sentiment. The conversation also highlights economic policy shifts, including proposed tax changes and their potential market impacts. Additionally, they analyze RFK Jr.'s unexpected endorsement of Trump and its ramifications on electoral dynamics.

Global experts Kiran Ganesh, Tom McLoughlin, Nadia Lovell, & Constantin Bolz discuss US election impact on markets, Harris's role, earnings vs elections, small cap performance, trade relationships, interest rates, and investment strategies.

Explore market insights with Jason Draho, Leslie Falconio, and Nadia Lovell as they discuss 2024 market outlook, equity positioning, fixed income analysis, and alternative investments. Get ready for the second half of the year with recommendations and expectations from industry experts.