Mike Wilson: I was really happy to see that gap between what the Fed is telling us and what the market was expecting close. Initial jobless claims too, if something I keep a close eye on, I think weakness in the labor market is going to be one of the last shoes to drop. He says we have a very real risk of a recession, a mild recession, but a realrisk of a recession in the second half of this year. Mike Wilson: The equity market has one last stand before we fully priced the earnings downside.
Featuring conversations with:
- Jamie Metzl, Senior Fellow at Brent Scowcroft Center, Atlantic Council, discusses the origins of COVID-19.
- Bob Pragada, CEO at Jacobs Solutions, explains the challenges of advanced manufacturing.
- David Wolman takes us to the Alaskan Wilderness.
- We drive to the close with Marci McGregor, Senior Investment Strategist at the Chief Investment Office of Merrill and Bank of America Private Bank .
Hosts: Carol Massar and Madison Mills. Producer: Bob Bragg
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