About this episode
Neil Dutta, Renaissance Macro Head of U.S. Economic Research, says the risk of recession in the U.S. is no higher than it normally is. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says rates can still move higher from here. Jonathan Fenby, Author of "The History of Modern France," says the conventional center-left, center-right division on which the Fifth Republic of France has lasted for the past 50 years or more is now destroyed. Ellen Wald, Atlantic Council Senior Fellow, says the war in Ukraine has given Iran an advantage in selling oil. See omnystudio.com/listener for privacy information.