On this episode of the Walker Webcast, we featured the timely and insightful remarks of Kate Moore, Chief Investment Officer at Citi Wealth, live from the Walker & Dunlop Summer Conference.
Kate unpacked what’s driving investor paralysis, how consumer behavior is shifting, what higher-for-longer rates mean for portfolios, and why corporate confidence is faltering behind closed doors. She also gives her take on the labor market, tax reform, and how the Fed’s future could reshape the macroeconomic landscape.
Key Points In The Webcast:
00:00 Introduction
01:18 Willy welcomes Kate Moore
02:34 Kate’s love for AI tools
03:25 Economic effects of Trump’s comments on Powell
04:33 An overview of the state of the market
06:26 Where we are in asset classes in 2025
09:19 The US tax bill: Benefits and what it means
11:59 Discussing why the real problem is debt
14:03 What tariffs should ideally solve vs. the reality
17:45 Is inflation in a good place now?
21:11 How large and small retailers are handling price increases
23:14 Optimism for the labor market and the real issues
26:35 A lawyer’s anecdote on immigration
28:09 Consumer spending and its impact on labor
31:48 Why is uncertainty not publicly acknowledged?
32:33 How CFOs tend to be more accurate in projections
35:39 What Kate thinks about the equity market
37:15 Corporate profitability
39:40 Overall view on fixed income and rates
42:34 Why invest in gold?
43:54 Immigration trends to look forward to
45:46 Is the current deficit unsustainable?
48:42 The economic impact of the recent Supreme Court rulings
51:41 Using models to predict inflation
53:36 Currency and repatriating dollars overseas
57:07 Replacing Jerome Powell and planned changes
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