Yelena Shulyatyeva

Peter Tchir, Head of Macro Strategy at Academy Securities, analyzes the global stock selloff in tech and its implications for the market. Yelena Shulyatyeva, Senior US Economist at The Conference Board, reveals shifts in consumer spending towards value retailers as tariffs impact sentiment. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses a K-shaped recovery in earnings and the concept of 'vibe-pression,' where weak surveys contrast with strong economic data. The trio examines the Disney-OpenAI deal and its significance for the entertainment landscape.

Yelena Shulyatyeva, a Senior Economist at The Conference Board, shares insights on the Federal Reserve's recent rate cut and its implications for the U.S. economy. She discusses how this move could influence labor market dynamics and consumer spending. Hessam Nadji, CEO of Marcus & Millichap, delves into the shifting landscape of commercial real estate, highlighting trends in pricing and office vacancies as financing conditions evolve. Together, they explore how these economic changes present both challenges and opportunities.

Yelena Shulyatyeva, a Senior US economist at the Conference Board with over 20 years of experience, shares insightful predictions about the US economy. She expects a significant slowdown in consumer spending due to tariffs impacting inflation. Discussing the labor market, Yelena highlights hiring freezes and risks to jobs. She also examines the long-term productivity boost from AI, despite initial increases in inequality. The conversation covers potential future rate cuts and the Federal Reserve's independence amid evolving economic conditions.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses the Fed's tricky policy choices amid market volatility. Yelena Shulyatyeva, Senior U.S. economist at the Conference Board, analyzes September’s delayed jobs report and its inflation implications. Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors, shares insights on the robustness of current market valuations and sector strategies. Rich Hill, Global Head of Real Estate Strategy, explores trends in commercial real estate and the complexities of office-to-residential conversions.

Yelena Shulyatyeva, Senior U.S. Economist at The Conference Board, on plunging consumer confidence and what it means for spending. Terry Haines, founder of Pangaea Policy, on U.S.-India ties, trade diplomacy and coordinated pressure on Russia. Steven Englander, Global Head of G10 FX Research at Standard Chartered, on shaky BLS jobs data, birth-death adjustments and why the dollar and productivity matter.