Surveillance: Michele sees recession by year end
Bob Michele, JPMorgan Asset Management Head of Fixed Income, says he sees a recession by the end of the year and the Fed cutting rates by September. Rep. Bryan Steil, Republican from Wisconsin says the debt-limit bill is not perfect but its's a step in the right direction. Anglo Zino, Senior Equity Analyst at CFRA says he is a believer in Nvidia but he thinks there will be some AI fatigue. Emily Roland, John Hancock Investment Managemenet Co-Chief Investment Strategist says she continues to favor investing in the US over the rest of the world. William Lee, The Milken Institute Chief Economist says China is snowballing into a static plateau.
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