In this chapter, the speaker interviews Katie Kaminski to discuss the recent shift in strategy in the bond market, as well as the potential for a steepening yield curve. They examine trend following signals and explore the possibility of normalized yields and various scenarios in the market.
Ken Leon, Global Director of Research at CFRA, breaks down big bank earnings and outlook. Hayley Berg, Economist at Hopper, shares her research on the travel outlook for 2024. Bloomberg Businessweek Editor Joel Weber and Bloomberg Intelligence Senior ETF Analyst Eric Balchunas talk about the Businessweek Magazine story From Great Bitcoin Race to RTO Trade, Five ETFs to Watch in 2024. And we Drive to the Close with Katy Kaminski, Chief Research Strategist and Portfolio Manager at AlphaSimplex.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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