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Show Notes
- Liz Thomas, Head: Investment Strategy at SoFi
- Steve Ricchiuto, Chief US Economist at Mizuho
- Robert Tipp, Chief Investment Strategist t PGIM Fixed Income
- Veronica Clark, Director: Citi Research
Liz Thomas, Head: Investment Strategy at SoFi, talks about the outlook for the equity rally with the Fed appearing ready to ease monetary policy. Steve Ricchiuto, Chief US Economist at Mizuho, breaks down Jay Powell's Jackson Hole speech and the path for rate cuts in the US. Robert Tipp, Chief Investment Strategist t PGIM Fixed Income, talks about how the 10-year yield and the bond market could react to Fed easing to end the year, even with concerns about inflation looming. Veronica Clark, Director: Citi Research, talks about her outlook for the US economy and a weakening labor market.
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