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Show Notes
- Max Kettner, HSBC Chief Multi-Asset Strategist
- Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
- Vishal Khanduja, Morgan Stanley Investment Management Head of Broad Markets Fixed Income
Max Kettner of HSBC says, "The market is underestimating the strength of the US consumer." Alpine Saxon Woods' Sarah Hunt is watching companies that have "continuously good balance sheets" and can generate cash as earnings season continues. Vishal Khanduja of Morgan Stanley says, "We have the lowest amount of spread risk in our portfolio for a long time."
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