Chris Harvey

Chris Harvey, Head of Equity Strategy at Wells Fargo, delves into the consequences of tariffs on market confidence and whether equities will decline further. Ruchir Sharma, CIO at Breakout Capital Partners, elaborates on how public policy reshapes market dynamics, while Richard Bernstein, CEO at Richard Bernstein Advisors, shares insights on market repricing and the implications for risk premiums. Together, they tackle the economic landscape marked by uncertainty, trade tension with China, and the need for clearer communication from policymakers.

Chris Harvey from Wells Fargo Securities dives deep into market trends, discussing the risks posed by tariffs and giving a clear economic outlook. Meanwhile, Steve Kovach, who reports on Elon Musk and Tesla, analyzes Musk's strategic exit from government advisory roles and its implications for Tesla's brand. The conversation also explores the tech market's surge driven by AI advancements, the ongoing U.S.-China tensions in technology, and potential investment opportunities as the summer approaches.

Chris Harvey, Wells Fargo Securities Head of Equity Strategy, Greg Valliere, AGF Investments Chief U.S. Policy Strategist, and Dennis Gartman, University of Akron Endowment Chairman, discuss investing in crypto, tech earnings, Senate control, geopolitical risks, the changing landscape of pop culture, and the trauma of becoming an empty nester.

Chris Harvey reveals Wells Fargo's S&P 500 year-end call; Robert Tipp discusses the potential for a 5% or 6% rise in the 10-year; Sheila Kahyaoglu highlights United airlines' potential $80M savings from reduced passenger weight; Dana Peterson talks about consumer hurdles; Gov. Lamont addresses Connecticut's economic competitiveness and border control.

Chris Harvey, Chief US Equity Strategist at Wells Fargo, shares insights on how Trump's tariffs are impacting market trends and corporate strategies. Tom Porcelli, Chief US Economist at PGIM Fixed Income, analyzes the labor market and inflation as economic activity slows. The discussion touches on the potential recession, the effects of tariffs on various sectors, and the importance of navigating market uncertainty. With a cautious optimism surrounding U.S.-China relations, they explore how these elements shape the economic landscape.