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Show Notes
- Monica DiCenso, Head: Global Investment Opportunities at JP Morgan Private Bank
- Donald Schneider, Deputy Head: US Policy at Piper Sandler
- Dan Ives, Head: Global Technology at Wedbush Securities
- Amanda Lynam, Head: Macro Credit Research at BlackRock
Monica DiCenso with JP Morgan Private Bank talks about concerns over US growth as traders await PCE data and weigh tariff uncertainty. Donald Schneider, Deputy Head: US Policy at Piper Sandler, offers his analysis of President Trump's 25% auto tariffs and looks ahead to the April 2nd tariff announcement. Dan Ives of Wedbush Securities on Elon Musk's impact on Tesla stock and whether he remains bullish on the company and Big Tech. Amanda Lynam, Head: Macro Credit Research at BlackRock, talks about credit spreads and confidence in US corporate credit amid tariff policy uncertainty.
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