David Kelly, chief global strategist at JPMorgan Asset Management, says this is "the calm before the inflation storm." Kelly says he expects an economic slowdown. “What we’re seeing is a lot of softness in the travel industry, which I think is going to get worse over the course of this year.” He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.

David Kelly, chief global strategist at JPMorgan Asset Management, says this is "the calm before the inflation storm." Kelly says he expects an economic slowdown. &ldquo;What we&rsquo;re seeing is a lot of softness in the travel industry, which I think is going to get worse over the course of this year.&rdquo; He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.

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JPMorgan Asset Management Chief Global Strategist David Kelly Talks Inflation

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Ethan Allen CEO Farooq Kathwari discusses how retailers are navigating tariffs one year since President Trump's "Liberation Day." This comes as the Trump Administration announces the US will maintain 50% tariffs on many imported steel, aluminum and copper products, while simplifying duties for goods made with negligible amounts of the metals. He speaks with Bloomberg's Scarlet Fu and Katie Greifeld.

Ethan Allen CEO Farooq Kathwari discusses how retailers are navigating tariffs one year since President Trump's "Liberation Day." This comes as the Trump Administration announces the US will maintain 50% tariffs on many imported steel, aluminum and copper products, while simplifying duties for goods made with negligible amounts of the metals. He speaks with Bloomberg's Scarlet Fu and Katie Greifeld.

Ethan Allen CEO Farooq Kathwari Talks Tariffs, Cautious Consumers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5980b125-bf1a-4c1a-a588-b4200144797b/transcript

Martha Gimbel, Executive Director & Co-Founder of Yale Budget Lab speaks on President Trump's tariffs, the rise in oil and gas prices, and the shock to metal prices. She speaks with Bloomberg's Tom Keene and Paul Sweeney. 

Martha Gimbel, Executive Director &amp; Co-Founder of Yale Budget Lab speaks on President Trump's tariffs, the rise in oil and gas prices, and the shock to metal prices. She speaks with Bloomberg's Tom Keene and Paul Sweeney.&nbsp;

Yale Budget Lab Executive Director Martha Gimbel Talks Tariffs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f44b841f-e91b-4e4b-8dc6-b4200102696a/transcript

Jim Zelter, president at Apollo Global Management, offers a defense of private credit and says investors are missing the plot on the public/private convergence. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern. 

Jim Zelter, president at Apollo Global Management, offers a defense of private credit and says investors are missing the plot on the public/private convergence. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.&nbsp;

Apollo's Jim Zelter Talks Iran War, Private Credit Concerns

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/395aec3e-30cb-4e74-b43f-b420010261ff/transcript

JPMorgan Asset Management Chief Global Strategist David Kelly Talks Inflation

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