CNBC - The industrial economy is soft but the consumer is strong: Portfolio manager

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join "Squawk Box" to discuss the markets and the economy as the Fed gets set to kick off its two-day meeting on rates., portfolio manager at F.L. Putnam Investment Management, chief economist at Pantheon Macroeconomics, independent macro research, and Ian Shepherdson, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence, Ellen Hazen,