Edward Yardeni, Yardeni Research President, says the bond vigilantes are back. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, discusses market multiples and sectors of the market that he thinks are attractive. Jeanine Wai, Barclays Capital Senior Analyst, says the supply response to higher oil prices has been very muted. Thomas Costerg, Pictet Wealth Management Senior U.S. Economist, says there is still a degree of caution in the U.S. economy. Robert Hormats, Tiedemann Advisors Management Director, says the Biden administration has a very good understanding of China.
To listen to this podcast episode, click on the Play button in the bar at the bottom of the screen. To listen while browsing, click on the Expand button at the bottom right to launch the player in a new browser tab/window.