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Show Notes
Joe LaVorgna, Natixis CIB Chief Economist of the Americas, doesn't expect Fed tightening until the next election. Michael Holland, Holland & Co. Chairman, says it would be a fool's errand to ignore China. Anna Han, Wells Fargo Equity Strategist, says economic data continues to be in the eye of the beholder. Padhraic Garvey, ING Head of Global Debt & Rates Strategy, says Europe never really recovered from the global financial crisis as measured by monetary policy. David Ricks, Eli Lilly Chairman & CEO, says the company's forecast takes into account the reduced Covid-related drug sales as the pandemic wanes.
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