Lisa Erickson discusses the current market environment, major themes for the fourth quarter, and recommendations for clients to stay at their strategic weight. The chapter also explores the potential impact of rising treasury yields, concerns about higher rates on consumer spending and inflation pressures, and the importance of monitoring key data.
Bloomberg News EV Reporter Sean O’Kane and Bloomberg Businessweek Columnist Max Chafkin discuss Elon Musk news about Tesla factory closures and Bill Ackman proposing to take X public. Michael Dowling, CEO at Northwell Health, discusses AI and healthcare. Melissa Byrne, Executive Director of We the 45 Million, shares her thoughts on the resumption of student loan payments. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Supreme Court Reporter Greg Stohr provide the details of Greg's Businessweek Magazine story Supreme Court Has Pile of Cases From Conservative 5th Circuit. And we Drive to the Close with Lisa Erickson, Head of Public Markets Group at U.S. Bank Wealth Management.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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