About this episode
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets - David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen - Gregory Daco, Chief Economist at EY Parthenon Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses the US equity rally and whether markets will continue to melt upward. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, discusses the Fed's approach to inflation and a weakening labor market and the outlook for rate cuts. David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen, discusses the latest developments in the energy market. Gregory Daco, Chief Economist at EY Parthenon, offers his outlook for the US economy. See omnystudio.com/listener for privacy information.