Global Sentiment Shift and Scale of US AI Capex

- Omar Aguilar, CEO & CIO at Schwab Asset Management
- Henrietta Treyz, Director of Economic Policy Research at Veda Partners
- Dan Skelly, Managing Director at Morgan Stanley Wealth Management
- Venu Krishna, Head of US Equity Strategy at Barclays

Omar Aguilar, CEO & CIO at Schwab Asset Management, discusses how uncertainty around inflation could mean fewer rate cuts next year. Henrietta Treyz, Director of Economic Policy Research at Veda Partners, breaks down the state of play in Washington as the government shutdown nears an end. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, talks valuations and why investors are not being compensated for policy and earnings risk. Venu Krishna, Head of US Equity Strategy at Barclays, breaks down big tech earnings and his year-end call for the S&P 500.

See omnystudio.com/listener for privacy information.