Surveillance: Fed Cycle with Mike Wilson (Podcast)
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says any talk of a Fed pivot at this point is premature. Mandy Xu, Credit Suisse Head of Equity Derivatives Strategy, suggests going long gold as real yields peak. Mark McCormick, TD Global Head of FX Strategy, expects to see a dollar peak by next year. John Ryding, Brean Capital Chief Economic Advisor, says ultimately the runway is too short for a soft landing.
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