We are overall moderately cautious, and the reason why is while companies have been relatively resilient in being able to hold up their profits. We do see that there continue to be tailwinds and headwinds in terms of monetary policy. It just makes us more hesitant on the ability of growth to bounce back from its currently slowing pace.
Bloomberg News Senior Wealth Reporter Heather Perlberg talks about how a $1.5 trillion program for home buyers is propping up banks. Chris Miller, Associate Professor at Tufts University and author of Chip War: The Fight for the World's Most Critical Technology, shares his insight on the latest news from the volatile semiconductor industry. Dr. Ellen Wald, President of Transversal Consulting, discusses Saudi Arabia’s pledge to shave an extra 1 million barrels-a-day from its production in July. And we Drive to the Close with Lisa Erickson, Head of Public Markets Group at U.S. Bank Wealth Management.
Hosts: Carol Massar and Matt Miller. Producer: Paul Brennan.
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