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Show Notes
- Andrew Hollenhorst, Chief US Economist at Citi
- Russell Brownback, Head: Global Macro Positioning at BlackRock
- Samuel Zief, Head: Global FX Strategy at JPMorgan
- Alexander Altmann, Global Head: Equities Tactical Strategies at Barclays
Andrew Hollenhorst, Chief US Economist at Citi, discusses US inflation, the market rally, and Fed independence. Russell Brownback, Head: Global Macro Positioning at BlackRock, discusses what the bond market is signaling about the US economy. Samuel Zief, Head: Global FX Strategy at JPMorgan, talks about a weakening US dollar and whether there is a bull case for the dollar this year. Alexander Altmann, Global Head: Equities Tactical Strategies at Barclays, talks about the persistence of the equity bull run and where equities could land in the second half.
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