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Today's Guests:
7:00 Paige Henderson, Senior Portfolio Manager and Head of the Resilient Global Equity team at Allspring Global Investments, discussing how equities will perform in the new global macro regime and offers stocks to highlight
7:10 Pooja Kumra, Head: European Rates Strategist at TD, on UK inflation data and the outlook for rates in Europe and whether it could lead to further rotation away from the US into the continent
7:25 Ayesha Kiani, professor at NYU and COO at MNNC Group, talks about the major asset managers intensifying their crypto offerings, tokenization projects, and the outlook for Bitcoin
7:40 Aoifinn Devitt, Chief Global Strategist at Moneta, on the scope of tariffs and the impact on markets and why the tariff effects could be transitory for markets
7:55 Lisa Mateo on newspapers
8:00 Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, joins from the Boston office to discuss deteriorating corporate earnings outlook and REIT outperformance
8:10 Joy Yang, Head of Index Product Management at MarketVector Indexes, talks about market trends amid rising uncertainty and a declining VIX
8:25 Steve Sosnick Chief Market Strategist at Interactive Brokers, on how the recent FOMC Meetings are rippling through markets and whether it's time to buy the dip
8:41 Stephen Kolano, CIO at Integrated Partners, on why the underlying state of the US economy should remain the key area of focus for investors
8:55 Lisa Mateo on stock movers
9:00 Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on the Fed, outlook for rates, and a struggling US consumer
9:10 David Gura, host of the Bloomberg "Big Take" podcast, on his exclusive interview today with Senator Elizabeth Warren
9:25 Skyler Weinand, CIO at Regan Capital, brings us into the market open and talks about why the Fed's next move might be a hike
9:41 RaeAnne Mitrione, Partner at Callan Family Office, on why she's staying close to strategic allocations in client portfolios given so much uncertainty
9:55 Odd Lots
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