About this episode
Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Investment Officer, says inflation will come down but "it's not going to be good for stocks." Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, suggests there could be a scenario in which the Fed "has to come back" if inflation doesn't go down. Anastasia Amoroso, iCapital Chief Investment Strategist, believes the Fed would need to go higher to really crack the economy. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's surprising to see the markets pricing in so much Fed easing. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple and AI. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.