The Delicate Pact Between Consumers and Corporates & Victory Cuts
Chief Market Strategist David Zervos says the most recent FOMC meeting, and resulting Fed commentary, suggests that the risk of overtightening is in balance with the risk of being too accommodative.
Graying of America Explains Labor Market Tightness; Recession Likely On Tap for Early ‘24
David Zervos is skeptical the Fed will be able to quickly declare victory over inflation and expects that a solid economic outlook should translate to a more restrictive Fed, for a longer duration.
Pacaso’s Spencer Rascoff on the Revitalized Experience Economy and More Pandemic Shifts
Spencer Rascoff, Co-Founder of Zillow, Hotwire, and Pacaso, underscores the enduring impact of the pandemic on consumer behavior. Companies in the experience economy are poised for tremendous growth, as consumers adopt a ‘live for the moment’ attitude in their spending.
How HCM Tech Companies Are Shaping the Battle for Talent
Even amid layoffs and a cooling labor market, C-Suite leaders are asking: Where do I find talent and how do I keep it?