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Show Notes
Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
Bruce Kasman, JP Morgan Chief Economist
Jon Lieber, Eurasia Group Managing Director, United States
John Hancock's Emily Roland says she's considering 'looking around a little bit' from the 'marriage' with mega-cap tech stocks and into higher-value areas of the market. JP Morgan's Bruce Kasman reacts to the March core PCE deflator and outlines his two scenarios for how the data impacts the Fed's path forward. Jon Lieber of Eurasia Group breaks down Secretary of State Antony Blinken's visit to China and what the trip means for both countries.
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