On this episode of Mornings with Maria, Mark Tepper broke down what investors need to watch in a market shaped by persistent inflation and slowing job growth. He questioned whether we’re nearing the end of the rate cut cycle, and warned about the mismatch between Fed expectations and real-world economic signals. Tepper also shared his take on luxury consumer strength, inflation volatility, and how government spending continues to cloud economic clarity. Catch his insights on where opportunities may lie amid uncertainty.