Amanda Lynam

Amanda Lynam from BlackRock dives into the crucial role of short-term funding and credit market dynamics, highlighting a constructive outlook for 2026. Geetha Ranganathan, a media analyst, analyzes the Netflix-Warner Bros. bidding wars, discussing valuation mechanics and regulatory concerns. Victoria Fernandez shares insights on equity market positioning and sector rotations, urging investors to temper their return expectations for 2026 while keeping an eye on credit selectivity and yield curves.

Mike Wilson, Chief Investment Officer at Morgan Stanley, discusses stock valuations and posits a rolling recovery ahead. Federal Reserve Governor Stephen Miran shares insights into Fed policy, warning of risks from private credit. Amanda Lynam from BlackRock highlights the tech sector's debt issuance trends and its effects on the credit market. Nancy Lazar, Chief Economist at Piper Sandler, offers alternative data perspectives, noting improvements in the labor market driven by manufacturing-led hiring and onshoring trends.

Tali Leger, Chief Market Strategist at Wealth Consulting Group, discusses how easing inflation and rising profit margins bolster the bull market narrative. Amanda Lynam from BlackRock highlights a surge in big tech debt issuance and its strategic implications. Greg Boutle of BNP Paribas analyzes market sentiment, pinpointing recent turbulence as a strong earnings season enhances analyst forecasts. Together, they explore credit quality, sector strategies, and the impact of AI on investment trends, offering insights into the evolving market landscape.