About this episode
Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says a pickup in capital spending intentions is a reason to remain bullish on the U.S. recovery. Michelle Meyer, Bank of America Head of U.S. Equities, says the U.S. economy is starting to approach healing and recovery phase. Henrietta Treyz, Veda Partners Director of Economic policy, says Congress is still stalled on both stimulus and infrastructure spending. Shahab Jalinoos, Credit Suisse Global Head of FX Strategy, says the nominal rate of the dollar does not offer any significant yield pickup. Daniel Boulud, Chef & Restaurateur, says fine dining is suffering at the moment, but its not dead due to Covid-19. See omnystudio.com/listener for privacy information.