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Show Notes
Jay Bryson, Wells Fargo Chief Economist, says the last mile to get us back to 2% inflation on a sustained basis is tough. David Kelly, JPMorgan Asset Management Chief Global Strategist, still sees inflation coming down. Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran & Co-Author of 2034: A Novel of the Next World War, discusses the Israel-Hamas war. Michael Shaoul, Marketfield Asset Management CEO, sees some sort of yield curve control being brought into the US. Sheila Kahyaoglu, Jefferies Senior Equity Research Analyst, discusses Delta earnings.
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