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.

Guests include Alastair Pinder, Global Equity Strategist at HSBC, discussing how AI adoption may shape equities and credit in 2026. Ian Harnett, Chief Investment Strategist at Absolute Strategy Research, warns of potential AI bubbles and macro risks. Amanda Lynam, from BlackRock, provides insights on the credit market, predicting peak defaults but urging selectivity. U.S. Senator Bill Cassidy analyzes consumer spending trends from Black Friday and discusses health care affordability proposals. Tune in for a mix of market insights and fiscal policy!

Meghan Graper, Global Head of Debt Capital Markets at Barclays, explains how yields and market technicals influence investment grade spreads. Amanda Lynam, from BlackRock, discusses the credit spread outlook amidst tight conditions and potential volatility. Krishna Memani, CIO at Lafayette College, shares contrarian views on macro risks and sector-specific opportunities. The panel debates AI capital expenditures and the challenges of financing ambitious plans while guarding against inflation and labor market risks.