Should we treat market rebound as buying opportunity and what needs to happen for stability?
Carl
Megan Shue
Short-term more volatility and pullback is healthy development given remarkable six-month market run
Megan Shue
Need reassurance about Fed cutting rates - expect cut in December and three more in 2026 to reach 3% neutral rate by mid-year
How will rate cuts arrest AI-driven job weakness if corporates continue laying off workers due to technological innovation?
Carl
Megan Shue
Current job cuts may have some AI component but premature to attribute entirely to AI; more likely lagged effects of tariffs and weaker consumer