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The SIFMA Podcast

Market Snapshot: Is AI Carrying the Economy? Featuring Marc Giannoni, Barclays

June 15, 2026·42 min
Episode Description from the Publisher

In Episode 02 of Market Snapshot, SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner are joined by Marc Giannoni, Chief U.S. Economist at Barclays, to discuss the evolving U.S. economic outlook. The conversation explores the resilience of consumer spending, the outlook for growth and the labor market, persistent inflation pressures, and the Federal Reserve’s policy path. They also examine the outsized role AI-related investment is playing in support...

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