Chuck Grom

Mike Wilson of Morgan Stanley shares insights on the S&P 500 target and bond market risks. Deutsche Bank's Matt Luzzetti and Luke Hickmore discuss US economic data trends. Chuck Grom from Gordon Haskett analyzes retail earnings from Macy's and Lowe's.

Morgan Stanley Chief US Economist discusses the softening labor market. Former New York Fed President calls for changes to the treasury market. Senior Retail Analyst highlights pressure on retail sector from Walmart, Target, and Burberry. Head of China Research analyzes Biden's meeting with Xi Jinping.

Kathryn Kaminski says a 6% 10-year yield is not crazy. Vincent Reinhart says current yield levels are sustainable. Chuck Grom says signs of a discretionary recession are emerging. David Rubenstein says fixed income returns are better than a year ago. The podcast also discusses market signals, higher rates, and the sustainability of yields, as well as the shift from services to goods and the state of pensions in the US.