About this episode
-Mike Wilson, Morgan Stanley Chief Investment Officer -Matthew Luzzetti, Deutsche Bank Chief US Economist -Luke Hickmore, abrdn Investment Director -Chuck Grom, Gordon Haskett Sr. Retail Analyst Morgan Stanley's Mike Wilson talks through his new S&P 500 target and why the bond market may be the biggest risk to stocks. Deutsche Bank's Matt Luzzetti and Luke Hickmore of abrdn discuss whether recent economic data points to an overall weakening in the US. Chuck Grom of Gordon Haskett breaks down retail earnings from Macy's and Lowe's. See omnystudio.com/listener for privacy information.