Trillium's Smith sees a comeuppance for the market, economy, likely in '27

Podcast: Money Life with Chuck Jaffe · Chuck Jaffe

Opublikowano: 2026-10-01

Cheryl Smith, economist at Trillium Asset Management, says she is seeing "more economic warning signs," and worries that one of them — interest rates going up, but much later than might have been anticipated based on headlines — could be setting up a compressed timeline for increases, with the rapidity of the move creating more problems than would have surfaced in a slower uptrend. On the stock market, Smith says the rising interest rates will have an impact that, coupled with slower earnings and turns in the artificial-intelligence market make it that "You will see a considerably more difficult path for equi...