Nancy Lazar

This podcast features Nancy Lazar, Chief Global Economist at Piper Sandler, who breaks down the surprising resilience in corporate profits despite weak labor data. She discusses how consumer spending is rebounding and predicts stronger hiring as capital expenditures rise. Joining her is Michael Green, Chief Strategist at Simplify Asset Management, who critiques the official poverty line's shortcomings and highlights the economic pressures of modern living costs. He also warns about the risks of benefit cliffs and their impact on households.

Mike Wilson, Chief Investment Officer at Morgan Stanley, discusses stock valuations and posits a rolling recovery ahead. Federal Reserve Governor Stephen Miran shares insights into Fed policy, warning of risks from private credit. Amanda Lynam from BlackRock highlights the tech sector's debt issuance trends and its effects on the credit market. Nancy Lazar, Chief Economist at Piper Sandler, offers alternative data perspectives, noting improvements in the labor market driven by manufacturing-led hiring and onshoring trends.

Leading Wall Street economist Nancy Lazar discusses the looming recession in the US, highlighting how 19 states are already in a recession. The podcast explores the impact of rising consumer debt levels, declining confidence, and the differing perspectives with the Federal Reserve on the economy's state. Topics include the risks in the manufacturing sector, navigating economic challenges and market risks, and investing strategies for long-term wealth growth.

Nancy Lazar, chief economist at Piper Sandler known for labor-market analysis, and Annmarie Hordern, senior Bloomberg reporter who interviews top officials. They discuss a presidential call about Iran and developments around the Strait of Hormuz. Rapid war coverage from global correspondents. Signals of private-sector labor-market healing and rising manufacturing employment in March.

Nancy Lazar, Chief Global Economist at Piper Sandler, delves into the latest U.S. labor market trends and economic growth drivers, highlighting the role of private sector job creation. Mark Cabana, Head of U.S. Rates Strategy at Bank of America, discusses interest rate forecasts and the impact of monetary policy on investment strategies. They explore the evolving dynamics of technological innovation in economic analysis and the potential effects of AI on various sectors, especially retail, signaling a transformative shift in market operations.

Derek Decloet, a Canadian business and politics reporter, and Nancy Lazar, chief global economist at Piper Sandler. They discuss Trump’s warnings to Iran and recent U.S. troop deployments. Conversation covers military options, diplomatic uncertainty, and risks to troops. They also explore how Middle East instability could affect inflation, energy shocks, productivity and corporate investment.

Nancy Lazar, Chief Economist at Piper Sandler, delves into U.S.-China trade dynamics and their global economic implications. Doug Ciocca, CEO of Kavar Capital Partners, analyzes market volatility and investment strategies amidst recent stock rallies. Former Washington State governor Jay Inslee discusses the surge in clean energy jobs and the intersection of climate initiatives with economic policies. Together, they explore how the truce between the U.S. and China could reshape markets and the impact on inflation expectations.

Nancy Lazar, Chief Economist at Piper Sandler, shares insights on the global economic outlook and the impacts of recent trade agreements. Andrew Bishop discusses U.S.-China trade dynamics, emphasizing China's leverage amid domestic pressures. Ethan Bronner, Bloomberg News Israel Bureau Chief, delves into the humanitarian crisis in Gaza and President Trump's food aid initiative. Finally, Andrejka Bernatova, CEO of Dynamix, elaborates on her firm's merger with The Ether Reserve, highlighting its innovative potential in the digital asset landscape.

Nancy Lazar, Chief Global Economist at Piper Sandler, offers a crisp macro view in this conversation. She questions the strength of private job formation and teases the role of government supports. Energy price jumps and their inflationary impact get unpacked. She highlights rising productivity, CapEx incentives, and AI’s potential to boost growth. Middle East risks and bond market discipline are flagged as key concerns.

Jean Boivin, Global Head of Research at BlackRock Investment Institute, shares insights on how President Trump's tariff deadline is being priced into the markets. Ed Mills, Washington Policy Analyst at Raymond James, discusses the administration's economic priorities. Nancy Lazar, Chief Global Economist at Piper Sandler, examines expectations for U.S. and global economic growth and the complexities tariffs bring to inflation and trade negotiations. The conversation highlights the intersection of political strategies and market dynamics.