Macro Strategist: Buy these stocks for the NEW Fed regime

<p>Eric Wallerstein is the chief macro strategist for Clocktower Group, and was previously an advisor to Stephen Miran at the Federal Reserve Board as well as at the White House Council of Economic Advisors. He joins Phil Rosen on Full Signal to discuss the central bank outlook, why he is bullish on the US economy, and three global trade ideas that Wall Street is ignoring right now.</p><p><br /></p><p>This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/</p><p><br /></p><p>Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe</p><p>Follow Phil on X: https://x.com/philrosenn</p><p>Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/</p><p><br /></p><p>Timestamps:</p><p><br /></p><p>0:00 - Why the Fed shouldn't hike</p><p>1:47 - Why markets expect a hike</p><p>4:47 - Hawkish dissenters</p><p>8:14 - Warsh and Fed credibility</p><p>10:02 - Reforming the Fed's balance sheet</p><p>14:02 - Reading the bond selloff</p><p>18:24 - Tariffs as fiscal impulse</p><p>20:46 - France and the debt divergence</p><p>23:21 - Why AI capex is bullish US</p><p>24:23 - Stocks if the Fed holds</p><p>27:19 - Japanese banks</p><p>30:07 - Mexico</p><p>33:39 - Defense stocks</p><p>35:41 - Follow Eric</p><p><br /></p><p>#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed</p>