About this episode
- Kate Moore, BlackRock Global Allocation Head of Thematic Strategy - Stephen Trent, Citi Research Managing Director - Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow - Michael Kushma, Morgan Stanley Investment Management CIO of Broad Markets Fixed Income - Derek Burleton, TD Bank Group Vice President & Deputy Chief Economist Kate Moore of BlackRock discusses the market’s reaction to tech earnings, emphasizing that Q2 results will be crucial for summer sentiment. Stephen Trent of Citi unpacks Delta’s continued cancellation issues post-CrowdStrike incident. Aaron David Miller discusses the upcoming Biden-Netanyahu meeting and its implications for VP Harris and Former President Trump during Netanyahu’s US visit. Derek Burleton of TD Bank and Morgan Stanley's Michael Kushma look ahead to US eco data coming on Thursday and Friday. See omnystudio.com/listener for privacy information.