About this episode
-Pierre Ferragu, New Street Research Managing Partner -Henrietta Treyz, Veda Partners Director Economic Policy Research -Zachary Griffiths, CreditSights Head of US IG & Macro Strategy -Rubeela Farooqi, High Frequency Economics Chief U.S. Economist Pierre Ferragu of New Street Research discusses his call to downgrade NVDA from buy to neutral on valuation. Henrietta Treyz of Veda Partners discusses Democrats calling for Biden to step aside. Zachary Griffiths of CreditSights and Rubeela Farooqi of High Frequency Economics discuss the bond market rally following US payroll data and look ahead to CPI and PPI data. See omnystudio.com/listener for privacy information.