Market Snapshot: What's Ahead for the Economy and Markets? Featuring Steve Liesman, Scott Anderson and Mark Zandi
It offers a compact monthly market recap alongside economist views on growth, inflation and rates, which are central inputs for client conversations and portfolio positioning. The panel also discusses divergent conditions across households and businesses, a theme relevant to how advisors frame the economy for clients.
Summary
By the markets & outlook deskThis episode of SIFMA's Market Snapshot recaps October market and economic developments, then replays the economic outlook panel from SIFMA's Annual Meeting. CNBC's Steve Liesman moderates a discussion with Scott Anderson of BMO and Mark Zandi of Moody's Analytics on growth, inflation, interest rates, consumer and business conditions, AI investment and key market risks.
- SIFMA's Heidi Learner cited weak September payrolls, a negative revision to prior months, elevated CPI and PPI readings, and Q3 GDP growth of 3.4%.
- She noted equity market weakness in information technology and telecommunication services, while other sectors performed better.
- Mark Zandi described a split economy: those in the AI ecosystem are doing well, while others face weaker hiring, longer unemployment duration, slowing wage growth and higher inflation and rates.
- The panel discussed tariffs and immigration policy among the forces affecting businesses and consumers.
Similar items
Same topic
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.