In this episode, We sit down with Benson Durham Head of Global Policy and Asset Allocation to discuss the dynamic landscape of financial markets amid key events and economic indicators. The conversation delves into the relationship between Chairman Powell and President Trump, market reactions to inflation and employment data, and the potential for rate cuts by the Federal Reserve. They analyze the recent soft payroll report and its implications, discuss the influence of tariffs, and explore how the Fed's decision-making process might evolve. The discussion also covers the long-term expectations for inflation, the anticipated impact of Federal Reserve policies, and the role of artificial intelligence and advanced econometric models in current financial analysis. Moreover, Benson shares personal anecdotes about his hobby of maintaining a vintage car, providing a human touch to an otherwise data-heavy discussion.