Saturday, September 13, 2025

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Real Wage Growth In The US Is Negative – The Daily Dive

Returning to the The Daily Dive today is that of Irene Tunkel, of BCA Research. Irene joins us today to discuss her outlook on inflation, the impact of a potential 50 point rate hike, and the current argument for being in a recession. Also discussed is whether we’ve entered a new bull market, the current macro environment, and what her outlook is for select commodities.

Irene is BCA Research’s Chief Strategist, US Equity Strategy. In this role, Irene is responsible for offering quantitative and fundamental approaches to BCA’s macroeconomic research. Prior to joining BCA Research, Irene served as senior macro strategist and portfolio manager at PGIM. Previously, she worked across buy-side and sell-side with leading asset managers including Prudential, JP Morgan, State Street and Citigroup Asset Management. Irene holds an MBA from MIT Sloan School of Management and a BA in Economics from Brandeis University. She also holds a CFA designation.


The author has no securities or affiliations related to any organization mentioned. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.

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