About this episode
Neil Dutta, Renaissance Macro Research Head of US Economic Research, believes the probability of a Fed hike after July is higher than what markets are pricing in. Anna Han, Wells Fargo Securities Equity Strategist, says you want to be "chasing" big tech momentum but "when the train has left, look for growth opportunities in other areas." Amanda Lynam, BlackRock Head of Macro Credit Research, says more weakness is coming to markets as defaults "flow through" but doesn't necessarily see a recession. Sri Natarajan, Bloomberg News, discusses Goldman Sachs earnings. 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.