About this episode
Frances Donald, Chief Economist at RBC Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income Terry Haines, Founder at Pangaea Policy Elyas Galou, Senior Investment Strategist at BofA Securities Lucy Baldwin, Global Head of Research at Citi Frances Donald, Chief Economist at RBC, and Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income, react to the November US jobs report. Terry Haines, Founder at Pangaea Policy, looks at the state of healthcare negotiations in Washington. Elyas Galou, Senior Investment Strategist at BofA Securities, shares the findings of Bank of America’s December global fund managers survey. Lucy Baldwin, Global Head of Research at Citi, discusses her bullish projections for 2026. See omnystudio.com/listener for privacy information.