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Show Notes
Kristen Bitterly, Citi Global Wealth Management Head of North America Investments, says the earnings bar has been revised down. Jerome Schneider, PIMCO Managing Director & Head of Short Term Portfolio Management, says "short-term paper is the place to hide" right now. Kit Juckes, Societe Generale Chief FX Strategist, says sterling needs volatility to go away. Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, says Netflix's new advertising tier could prove to be a very diluted strategy in the short-term.
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