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Show Notes
Jonathan Golub, Credit Suisse Chief US Equity Strategist and Head of Quantitative Research, says the markets backdrop is looking much more positive. Mark Cabana, Bank of America Global Head of US Short Rates Strategy, thinks fixed income will have increased value for investors over the next year or two. Henrietta Treyz, Veda Partners Director of Economic Policy Research, says President Biden may announce his re-election run in January. Veronica Clark, Citi Global Markets Economist, says we need to see a loosening in the labor market before expecting inflation to significantly come down.
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