Surveillance: Optimistic Case with Calvasina (Podcast)
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, expects a material slowdown in economic growth while skirting a recession. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, says US growth is slowing, but there is no recession coming in the near-term. Helane Becker, Cowen Senior Research Analyst, says any airline besides American, Delta or United, is going to continue struggling to attract and retain pilots. Vishy Tirupattur, Morgan Stanley Global Director of Fixed Income Research, says credit has a valuation problem.
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