Episode Details

• Mark Cabana, Head of US Rates Strategy at BofA Global Research 
• Constance Hunter, Chief Economist at Economist Intelligence Unit 
• Dana D’Auria, Co-CIO & Group President at Envestnet 
• Nicole Bachaud, Labor Economist at ZipRecruiter 

Mark Cabana, Head of US Rates Strategy at BofA Global Research, examines the state of Fed monetary policy entering 2026. Constance Hunter, Chief Economist at Economist Intelligence Unit, on why she projects a bumpy road ahead for the US economy. Dana D’Auria, Co-CIO & Group President at Envestnet, discusses the recent bout of year-end weakness in mega-cap tech stocks. Nicole Bachaud, Labor Economist at ZipRecruiter, shares her outlook for the US labor market in the year ahead.

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