Show Notes
What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.
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Rising yields, inflation, AI spending, and earnings put markets to the test as investors increasingly focus on quality and profitability.
TCW’s Bryan Whalen explains why higher rates and heavy debt issuance are reshaping credit markets and how hyperscalers are financing the AI buildout.
ADP Chief Economist Nela Richardson joins the show to discuss wage growth, AI's impact on jobs, labor market trends, and inflation.
The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.
What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?