Surveillance: Tech Downside with Wilson
Mike Wilson, Morgan Stanley Chief US Equity Strategist and CIO, sees as much as 20% downside for tech, meme stocks. Dana Peterson, The Conference Board Chief Economist, says the Fed does not want to cause alarm. Iain Stealey, JPMorgan Asset Management International CIO for Fixed Income, says the ECB still has an inflation problem. Lupin Rahman, PIMCO Head of EM Sovereign Credit & Portfolio Manager, says EM is extremely diversified right now.
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