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Show Notes
Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says the markets may need to price in more cuts from the Fed. Alessio de Longis, Invesco Senior Portfolio Manager and Head of GTAA Solutions, says the Fed is looking at "marginal increases" going forward, whereas the ECB, BOE "have more to go." John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says the Fed's credibility is still on the line. Sen. Mark Warner, (D) Virginia, previews the TikTok hearing by the House of Representatives' Energy and Commerce Committee.
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