Jeremy Siegel on Fed Rate Cuts, Inflation, and How AI Is Shaping the Economy

ABOUT THE EPISODE Jeremy Siegel joins Dan Loney to break down the Fed’s latest 25-basis-point cut and why the internal split among policymakers signals deeper uncertainty ahead. He explains why housing and tariffs complicate the inflation picture, why he could argue for a 50-basis-point move, and what upcoming jobs data might reveal about the real state of the economy. Siegel also highlights how massive AI investment is giving companies new ways to cut costs and boost efficiency, helping offset the profit pressures created by tariffs.

ABOUT THE PODCAST This Week in Business features interviews with Wharton faculty about the latest news, fascinating trends, and issues impacting both consumers and the business world. Episodes are recorded at the Wharton School and published twice per week.

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