Dan Greenhouse

Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, shares insights on market trends and investment strategies amid trade tensions. Eamon Javers, reporting from the White House, updates listeners on U.S.-China trade negotiations. Dan Greenhouse, Chief Investment Officer at Solus Alternative Asset Management, discusses the complexities of market dynamics and sector performance. They explore the resilience of tech stocks, the implications of stagflation, and the challenges facing small-cap investments, highlighting the transformative role of AI.

Dan Greenhouse, Chief Strategist at Solus Alternative Asset Management, discusses market stability amidst geopolitical tensions. Jordan Jackson from JP Morgan sheds light on market trends shaped by the Federal Reserve. Yuma Young from BMO Wealth Management contrasts market noise with core economic strengths. Chris Verone of Strategas analyzes the surge in yields and its effects on utilities. The conversation navigates rising oil prices, the utilities sector's resilience, and emerging investment opportunities amidst economic uncertainties.