About this episode
- Cam Dawson, CIO at NewEdge Wealth - Claudio Irigoyen, Head: Global Economics Research at Bank of America Securities - Libby Cantrill, Head of US Public Policy at PIMCO - Sonal Desai, CIO: Fixed Income at Franklin Templeton Cam Dawson, CIO at NewEdge Wealth, discusses the outlook for equities and whether rotation will continue out of US stocks. Bank of America's Claudio Irigoyen discusses how tariffs will impact the US and global economies. Libby Cantrill of PIMCO talks about whether traders could or should expect more policy clarity in the coming weeks leading up to April 2. Sonal Desai, CIO: Fixed Income at Franklin Templeton, on the signals about the US economy coming from the bond market. See omnystudio.com/listener for privacy information.