About this episode
Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the program to discuss mortgage interest rates, her housing research, and outlook for real estate. Ben Emons, Head of Fixed Income and Managing Director for NewEdge Wealth, joins the program to discuss the outlook for Japan and global economies following the BOJ decision. Monica Defend, Chief Strategist and Head of Amundi Institute, discusses the struggles various European economies could endure in 2023 and outlook for a recession overseas. Shaheen Contractor, Senior ESG Analyst with Bloomberg Intelligence, joins the program to discuss her research on gender diversity on corporate boards and how it affects returns for US and European investors. She also discusses ESG ETF asset growth and its risks. Dana Telsey, CEO and Chief Research Officer with Telsey Advisory Group, joins the show to talk about the latest retail sales and outlook for consumers in 2023. Hosted by Matt Miller and Kriti Gupta. See omnystudio.com/listener for privacy information.