Steven Ricchiuto, Mizuho Securities Chief US Economist, reacts to a resilient US jobless claims report and cautions that the recession the market is pricing-in doesn't happen. Stuart Kaiser, Citi Head of US Equity Trading Strategy, says bullishness likely has a wider window to perform going into 2024. Susan Thornton, Paul Tsai China Center at Yale University Senior Fellow, expects a tumultuous year ahead for US-China relations. Robert Fishman, Moffettnathanson Sr. Research Analyst, discusses the potential merger of Warner Bros. Discovery and Paramount Global.
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