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Show Notes
Troy Gayeski, Skybridge Capital Partner Co-CIO & Senior Portfolio Manager, says the divergence between equity markets and credit is as large as it has been since the financial crisis. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the Fed will try to employ yield curve control once it has exhausted other options. Andrew Hollenhorst, Citi Chief U.S. Economist, says consumer demand will vary from sector to sector during an uncertain recovery phase for the economy. Andrew Pekosz, Johns Hopkins University Bloomberg School of Public Health Professor and Virologist, says we need to start getting ahead of the virus through accurate testing.
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