About this episode
Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research Lisa Hornby, Head of US Fixed Income at Schroders Investment Management Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, on why the remainder of 2025 is on the bulls’ side. Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research, on how shutdown-related data delays complicate Federal Reserve decision making ahead of their December meeting. Lisa Hornby, Head of US Fixed Income at Schroders Investment Management, on why she thinks the FOMC is still on track for a December cut. Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco, discusses market crossroads post shutdown and opportunities in steepening yield curves. See omnystudio.com/listener for privacy information.