The Psaros Center for Financial Markets and Policy hosted a webinar, “Risk and Uncertainty: What it Means for Financial Markets,” moderated by Nick Timiraos of The Wall Street Journal. It featured insights from Psaros Center Distinguished Fellow Lael Brainard and Neuberger Berman President and CIO Joseph V. Amato.
They discussed:
- The latest CPI data and what it signals
- The implications of new tariffs and global trade dynamics
- When they expect the Fed might begin cutting rates
- Broader sources of risk and uncertainty and how investors, institutions, and policymakers are responding
Their conversation offered a clear-eyed look at how economic signals, policy decisions, and investor sentiment intersect in today’s markets.