For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top money experts to give you an edge on your investing journey, whether you're a seasoned trader or just starting out. Tune in for valuable insights and strategies to help you make informed investment decisions.
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For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top money experts to give you an edge on your investing journey, whether you're a seasoned trader or just starting out. Tune in for valuable insights and strategies to help you make informed investment decisions.
Alejandra Grindal: Back Into Balance – Jobs, Inflation, & Markets
MoneyShow MoneyMasters Podcast
15 minutes
1 year ago
Alejandra Grindal: Back Into Balance – Jobs, Inflation, & Markets
Back into balance. That’s where the job market, U.S. inflation, and other key economic indicators are headed. And THAT has major 2025 implications – both for the underlying economy AND the stock market. Those were just a few of the key insights Alejandra Grindal, chief economist at Ned Davis Research, shared with me for this week’s MoneyShow MoneyMasters Podcast segment.
We begin by putting the strong September labor market report into context. She discusses what it said about payrolls, wages, and earnings – along with what other reports have shown about consumer sentiment and spending, manufacturing, and inflation. Alejandra also covers their implications for Federal Reserve policy. The conversation then pivots to the international arena, with a particular focus on recent fiscal and monetary policy actions in Japan and China. Plus, we discuss the 2024 presidential election...what various voting outcomes could mean for markets...and where investors can find the greatest opportunities if her “base case” outlook for 2025 turns out to be as accurate as her base case outlook was for this year.
Finally, Alejandra previews what she’ll talk about at the 2024 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246
MoneyShow MoneyMasters Podcast
For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top money experts to give you an edge on your investing journey, whether you're a seasoned trader or just starting out. Tune in for valuable insights and strategies to help you make informed investment decisions.