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Show Notes
Claudia Sahm, Former Federal Reserve Economist, Bloomberg Opinion Columnist & Sahm Consulting Founder, says forget about a Fed cut this year. Scott Chronert, Citi US Equity Strategist, says we need to navigate recession risk. Meghan Swiber, BofA Director of US Rates Strategy, says yields are at attractive levels. Sebastien Page, T. Rowe Price Head of Global Multi-Asset & Chief Investment Officer, says the 60/40 portfolio needs to be "modernized." Terry Haines, Pangaea Policy Founder, discusses Blinken, Xi's meeting in Beijing.
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