About this episode
-Mark Zandi, Moody's Analytics Chief Economist -Gargi Chaudhuri, BlackRock Chief Investment and Portfolio Strategist -John Lovallo, UBS Homebuilders & Building Products Analyst Mark Zandi of Moody's Analytics reacts to the Fed's 50 basis point rate cut and US initial jobless claims, saying 'trend lines are still a bit disconcerting.' Gargi Chaudhuri of BlackRock says investors should look toward the 'belly of the curve' amid a seasonally weak period for equities. John Lovallo of UBS overviews what's next for the housing market with rate cuts likely to spell big changes. See omnystudio.com/listener for privacy information.