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Show Notes
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
- Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets
- David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen
- Gregory Daco, Chief Economist at EY Parthenon
Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses the US equity rally and whether markets will continue to melt upward. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, discusses the Fed's approach to inflation and a weakening labor market and the outlook for rate cuts. David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen, discusses the latest developments in the energy market. Gregory Daco, Chief Economist at EY Parthenon, offers his outlook for the US economy.
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