About this episode
Joe LaVorgna, Natixis CIB Chief Economist of the Americas, doesn't expect Fed tightening until the next election. Michael Holland, Holland & Co. Chairman, says it would be a fool's errand to ignore China. Anna Han, Wells Fargo Equity Strategist, says economic data continues to be in the eye of the beholder. Padhraic Garvey, ING Head of Global Debt & Rates Strategy, says Europe never really recovered from the global financial crisis as measured by monetary policy. David Ricks, Eli Lilly Chairman & CEO, says the company's forecast takes into account the reduced Covid-related drug sales as the pandemic wanes. See omnystudio.com/listener for privacy information.