Roger Altman discusses the end of ultra-low interest rates. Thomas Nides hopes for US-Saudi-Israeli relations. Christopher Harvey and Kristen Bitterly talk equities without knowing rate ceilings.

Jay Pelosky discusses equity market rotation & US presidential race, Subadra Rajappa warns on over-aggressive Fed rate cut pricing, Christopher Harvey critiques Fed's odd easing cycle. Topics include political pressure on Biden, small cap shift, airline warnings, rate cut debates, interest rate forecasts, market dynamics, and commodity stocks.

Wells Fargo's Christopher Harvey bullish on S&P 500 target. T. Rowe Price's Blerina Uruci discusses US GDP and jobless claims. Michael Hirson talks politics around Secretary Blinken's China visit.