About this episode
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says to set up for further volatility ahead. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, if you're not expecting a recession in Europe, you haven't been paying attention. Peter Trubowitz, LSE Professor of International Relations & Chatham House Associate Fellow, expects the war in Ukraine to continue to be a long slog. Jordan Rochester, Nomura International G-10 FX Strategist, says the FX market is mispricing Europe. Leland Miller, China Beige Book International Founder & CEO, says China's official data have gotten a lot more honest. Doug Kass, Seabreeze Partners President, details why he thinks the S&P 500 is topping out, and where he sees vulnerability in the market. See omnystudio.com/listener for privacy information.