About this episode
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says the bear market will probably be over sometime in the first quarter of 2023. Neil Dutta, Renaissance Macro Head of US Economics Research, says the Fed is failing miserably if they are viewing the labor market as the conduit to achieve their inflation objectives. Elsa Lignos, RBC Global Head of FX Strategy, says we may have to wait for Powell’s press conference next week to confirm or reject the Fed-pause narrative. See omnystudio.com/listener for privacy information.