Market Snapshot: Is AI Carrying the Economy? Featuring Marc Giannoni, Barclays

In Episode 02 of Market Snapshot, SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner are joined by Marc Giannoni, Chief U.S. Economist at Barclays, to discuss the evolving U.S. economic outlook.  The conversation explores the resilience of consumer spending, the outlook for growth and the labor market, persistent inflation pressures, and the Federal Reserve’s policy path. They also examine the outsized role AI-related investment is playing in supporting economic activity, the implications of slowing labor force growth, and the key risks that could shape markets in the months ahead—from geopolitical developments and energy prices to the potential for slower growth alongside elevated inflation.