The Long-Term Premium and the Fed's Tolerance

Despite cutting exposure to tech last year, Seema Shah, Principal Asset Management Chief Global Strategist, remains a long-term believer in the sector. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, sees the Fed staying higher for longer. Wendy Schiller, Taubman Center for American Politics & Policy Director at Brown University, discusses Pence, Christie entering the '24 presidential race. Alberto Gallo, Andromeda Capital Management Co-Founder & CIO, says if we have a persistently hawkish central bank, and if the long end goes up, then the consequences for markets are pretty heavy. Clare Lombardelli, OECD Chief Economist, says the world faces slow growth, not recession.
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