Markets holding steady as President Trump looks to remove Fed Governor Lisa Cook from the board of the central bank during an already busy market week with investors awaiting Nvidia earnings, PCE inflation and more. Naveen, head of equities and fixed income and chief investment officer Sarah Malik joins us now. Sarah, it's good to see you this morning.Um, bundle it all together. I mean, we had this nice rally on Friday. It felt as if the market heard what it wanted from from Jay Pal about the possibility of ...

With stocks mostly rangebound and heading into a challenging seasonal stretch, what is the best strategy right now for investors. Sarah Malik is head of New Equities and Fixed Income, CIO and chair of New's investment committee joins us now. It's nice to see you. >> Good to see you, Scott.>> So, we have an undeniable pause. Is it just that. Do we need to reverse ourselves lower or where do we go from here and why.Well, Scott, we are leading to low liquidity in late August and as you mentioned, September is ...

Labor Market Trends - Employment markets are showing a clear signal of slowing down significantly, despite previously solid levels [1] - Revisions in the previous two months indicate a notable downward trend in employment [1] - Unemployment rate stood at 41%, with solid wage and employment growth previously [3] Inflation and Economic Risks - Core PCE inflation rate was at 28% and not moving towards the 2% target [2] - Prior to this week, the risk to inflation was considered greater than the risk to employment [2] - Recent data suggests the economy and labor market may be weakening more broadly [4] - Risks to the employment side of the mandate are becoming more balanced with those of inflation [4] Policy Implications - The appropriate path for policy needs to be re-evaluated in light of the new data and revisions [4] - The extent to which the labor market slowdown is a temporary move or a persistent trend remains uncertain [2]