Analysis of the macroeconomic setup and equity market dynamics

-Mohamed El-Erian, Bloomberg Opinion & President, Queens' College Cambridge
-Stuart Kaiser, Citi Head of Equity Trading Strategy
-Seth Carpenter, Chief Global Economist, Morgan Stanley

Mohamed El-Erian, Queens' College Cambridge President, says the Fed may ease less than the ECB over the coming months. Citi's Stuart Kaiser says he's concerned about surging commodity prices and their impact on equities. Seth Carpenter, Chief Global Economist at Morgan Stanley, says he expects 'disinflation to continue through the rest of this year' ahead of tomorrow's CPI report. 

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