About this episode
Ken Leon, CFRA Equity Research Director, discusses major US banks reporting earnings. Lindsay Rosner, PGIM Fixed Income Portfolio Manager, says we had a 'black swan' style year with two major geopolitical events. Jordan Rochester, Nomura G-10 FX Strategist, discusses USD-JPY and the impact of Japan potentially reversing YCC. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says we're seeing all the signs of a very mild recession. See omnystudio.com/listener for privacy information.