Niladri Mukherjee | Source | Chief Investment Officer, TIAA Wealth Management at TIAA
Niladri Mukherjee
Niladri “Neel” Mukherjee is the Chief Investment Officer for TIAA's Wealth Management division. Before that, he served as the head of portfolio strategy in the Chief Investment Office of Bank of America.
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TIAA
Chief Investment Officer, TIAA Wealth Management
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Earnings will be the big focus for equities this year, says TIAA's Neel Mukherjee
Neel Mukherjee, TIAA Wealth Management CIO, joins 'Money Movers' to discuss if the current equity performance disregarding rates can continue, which basket of stocks Muhkerjee will look to first outside of megacap tech, and much more.
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https://www.cnbc.com/video/2023/10/31/a-minor-recession-is-in-the-cards-for-2024-says-tiaa-wealth-managements-niladri-mukherjee.html
A minor recession is in the cards for 2024, says TIAA Wealth Management’s Niladri Mukherjee
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Bloomberg: Mukherjee Expects a U.S. Slowdown But Not a Recession
Niladri Mukherjee discusses the outlook for corporate earnings, Federal Reserve monetary policy and the U.S. economy in 2019 with Bloomberg's Vonnie Quinn on "Bloomberg Markets." (Source: Bloomberg)
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A reacceleration in inflation is not good news for the economy or the Fed. The Fed is determined to achieve their 2% inflation target and hoping to get there by not delivering a recessionary blow to the economy. So far, they seem to be achieving this balance, as inflation has significantly moderated and the economy has remained strong. A revival in inflation will call into question the Fed’s credibility to achieve price stability, which could be detrimental to the US economy in the long term. Therefore it is in the best interest of the Fed to keep monetary policy tight or tighten a bit more to ensure that inflation is brought down to the 2% level on a sustainable basis, even if the price to pay is a rise in the unemployment rate
