The Equity Bull Case
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, July 16, 2026
Featuring:
1) Brian Levitt, Global Market Strategist at Invesco, joins to discuss how the market's pricing in the Fed, inflation, and earnings.
2) RaeAnne Mitrione, Partner at Callan Family Office, talks earnings, AI volatility, and the path of the S&P.
3) Brian Belski, CEO at Humilis Investment Strategies, and Dan Ives, Partner at Yorkville Ives & Co., discuss bull cases for tech and the market.
4) Atsi Sheth, Chief Credit Officer for Moody's Ratings, discusses her 2H fixed income outlook and global credit trends.
See omnystudio.com/listener for privacy information.
More description
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, July 16, 2026
Featuring:
1) Brian Levitt, Global Market Strategist at Invesco, joins to discuss how the market's pricing in the Fed, inflation, and earnings.
2) RaeAnne Mitrione, Partner at Callan Family Office, talks earnings, AI volatility, and the path of the S&P.
3) Brian Belski, CEO at Humilis Investment Strategies, and Dan Ives, Partner at Yorkville Ives & Co., discuss bull cases for tech and the market.
4) Atsi Sheth, Chief Credit Officer for Moody's Ratings, discusses her 2H fixed income outlook and global credit trends.
See omnystudio.com/listener for privacy information.
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