About this episode
-Matt Luzzetti, Deutsche Bank Chief US Economist & Head of US Economic Research -Mike Wilson, Morgan Stanley CIO & Chief US Equity Strategist -Vijay Rakesh, Mizuho Securities Managing Director & Senior Semiconductor Analyst Deutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Stanley CIO Mike Wilson says 'rates are too high for the majority of the economy' and advises against small-cap stocks. Vijay Rakesh of Mizuho Securities previews Tesla earnings as the Magnificent 7 stocks' earning cycle gets underway. See omnystudio.com/listener for privacy information.